Beacon Pointe Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823K | Buy |
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|
2025
Q1 | $652K | Sell |
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|
2024
Q4 | $862K | Sell |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $877K | Sell |
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|
2023
Q3 | $715K | Buy |
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|
2023
Q2 | $550K | Sell |
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|
2023
Q1 | $497K | Sell |
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|
2022
Q4 | $501K | Buy |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $309K | Sell |
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|
2022
Q1 | $500K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $251K | Buy |
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