BA
Bellwether Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Sell |
6,025
-88
| -1% | -$66.3K | 0.78% | 33 |
|
|
2025
Q1 | $3.83M | Hold |
6,113
| – | – | 0.8% | 29 |
|
|
2024
Q4 | $4.31M | Sell |
6,113
-75
| -1% | -$52.8K | 0.77% | 27 |
|
|
2024
Q3 | $5.01M | Sell |
6,188
-10
| -0.2% | -$8.1K | 0.96% | 26 |
|
|
2024
Q2 | $4.01M | Buy |
6,198
+41
| +0.7% | +$26.5K | 0.84% | 27 |
|
|
2024
Q1 | $4.44M | Sell |
6,157
-49
| -0.8% | -$35.3K | 0.98% | 26 |
|
|
2023
Q4 | $3.56M | Hold |
6,206
| – | – | 0.87% | 32 |
|
|
2023
Q3 | $2.76M | Hold |
6,206
| – | – | 0.75% | 31 |
|
|
2023
Q2 | $2.76M | Sell |
6,206
-45
| -0.7% | -$20K | 0.81% | 24 |
|
|
2023
Q1 | $2.47M | Hold |
6,251
| – | – | 0.68% | 31 |
|
|
2022
Q4 | $2.22M | Sell |
6,251
-79
| -1% | -$28.1K | 0.65% | 35 |
|
|
2022
Q3 | $1.71M | Sell |
6,330
-183
| -3% | -$49.4K | 0.56% | 41 |
|
|
2022
Q2 | $1.58M | Sell |
6,513
-161
| -2% | -$39.1K | 0.51% | 42 |
|
|
2022
Q1 | $2.37M | Sell |
6,674
-113
| -2% | -$40.1K | 0.71% | 31 |
|
|
2021
Q4 | $2.26M | Buy |
6,787
+64
| +1% | +$21.3K | 0.7% | 30 |
|
|
2021
Q3 | $2.36M | Sell |
6,723
-5,120
| -43% | -$1.8M | 0.78% | 28 |
|
|
2021
Q2 | $3.78M | Sell |
11,843
-1,638
| -12% | -$523K | 1.3% | 19 |
|
|
2021
Q1 | $4.44M | Sell |
13,481
-6,954
| -34% | -$2.29M | 1.76% | 16 |
|
|
2020
Q4 | $4.74M | Buy |
+20,435
| New | +$4.74M | 2.09% | 13 |
|