BIA
Benchmark Investment Advisors’s United Rentals URI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $4.03M | Buy |
6,425
+774
| +14% | +$485K | 2.61% | 9 |
|
2024
Q4 | $3.98M | Buy |
5,651
+1,573
| +39% | +$1.11M | 2.59% | 9 |
|
2024
Q3 | $3.3M | Sell |
4,078
-1,572
| -28% | -$1.27M | 2.35% | 8 |
|
2024
Q2 | $3.65M | Buy |
5,650
+1,621
| +40% | +$1.05M | 2.65% | 6 |
|
2024
Q1 | $2.91M | Buy |
4,029
+181
| +5% | +$131K | 2.29% | 7 |
|
2023
Q4 | $2.21M | Sell |
3,848
-587
| -13% | -$337K | 2.05% | 12 |
|
2023
Q3 | $1.97M | Sell |
4,435
-828
| -16% | -$368K | 1.99% | 13 |
|
2023
Q2 | $2.34M | Buy |
5,263
+133
| +3% | +$59.2K | 2.16% | 12 |
|
2023
Q1 | $2.03M | Buy |
5,130
+1,665
| +48% | +$659K | 2.09% | 14 |
|
2022
Q4 | $1.23M | Buy |
3,465
+1,056
| +44% | +$375K | 1.3% | 27 |
|
2022
Q3 | $651K | Buy |
2,409
+109
| +5% | +$29.5K | 0.7% | 47 |
|
2022
Q2 | $559K | Buy |
2,300
+865
| +60% | +$210K | 0.58% | 56 |
|
2022
Q1 | $510K | Buy |
+1,435
| New | +$510K | 0.38% | 67 |
|