Belpointe Asset Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
+307
| New | +$231K | 0.01% | 832 |
|
|
2025
Q1 | – | Sell |
-310
| Closed | -$230K | – | 1036 |
|
|
2024
Q4 | $230K | Hold |
310
| – | – | 0.01% | 760 |
|
|
2024
Q3 | $251K | Sell |
310
-13
| -4% | -$10.5K | 0.02% | 724 |
|
|
2024
Q2 | $209K | Sell |
323
-86
| -21% | -$55.6K | 0.01% | 715 |
|
|
2024
Q1 | $295K | Sell |
409
-130
| -24% | -$93.9K | 0.02% | 597 |
|
|
2023
Q4 | $309K | Sell |
539
-58
| -10% | -$33.3K | 0.03% | 511 |
|
|
2023
Q3 | $265K | Sell |
597
-1,063
| -64% | -$473K | 0.03% | 517 |
|
|
2023
Q2 | $739K | Buy |
1,660
+152
| +10% | +$67.7K | 0.08% | 243 |
|
|
2023
Q1 | $597K | Buy |
1,508
+807
| +115% | +$319K | 0.03% | 491 |
|
|
2022
Q4 | $249K | Hold |
701
| – | – | 0.02% | 792 |
|
|
2022
Q3 | $190K | Sell |
701
-1,134
| -62% | -$307K | 0.01% | 864 |
|
|
2022
Q2 | $446K | Buy |
1,835
+1,127
| +159% | +$274K | 0.03% | 538 |
|
|
2022
Q1 | $252K | Buy |
708
+61
| +9% | +$21.7K | 0.02% | 805 |
|
|
2021
Q4 | $215K | Buy |
647
+86
| +15% | +$28.6K | 0.01% | 861 |
|
|
2021
Q3 | $197K | Sell |
561
-1,787
| -76% | -$628K | 0.01% | 863 |
|
|
2021
Q2 | $749K | Buy |
2,348
+159
| +7% | +$50.7K | 0.05% | 369 |
|
|
2021
Q1 | $721K | Sell |
2,189
-601
| -22% | -$198K | 0.06% | 316 |
|
|
2020
Q4 | $647K | Sell |
2,790
-342
| -11% | -$79.3K | 0.06% | 341 |
|
|
2020
Q3 | $546K | Buy |
+3,132
| New | +$546K | 0.06% | 318 |
|
|
2018
Q4 | – | Sell |
-757
| Closed | -$124K | – | 634 |
|
|
2018
Q3 | $124K | Buy |
+757
| New | +$124K | 0.02% | 584 |
|