Bison Wealth’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-975
| Closed | -$790K | – | 428 |
|
|
2024
Q3 | $790K | Sell |
975
-415
| -30% | -$336K | 0.13% | 167 |
|
|
2024
Q2 | $1M | Hold |
1,390
| – | – | 0.16% | 143 |
|
|
2024
Q1 | $1M | Sell |
1,390
-11
| -0.8% | -$7.94K | 0.16% | 143 |
|
|
2023
Q4 | $804K | Sell |
1,401
-443
| -24% | -$254K | 0.14% | 156 |
|
|
2023
Q3 | $820K | Sell |
1,844
-1,331
| -42% | -$592K | 0.16% | 142 |
|
|
2023
Q2 | $1.41M | Sell |
3,175
-1
| -0% | -$445 | 0.26% | 100 |
|
|
2023
Q1 | $1.06M | Sell |
3,176
-33
| -1% | -$11K | 0.33% | 88 |
|
|
2022
Q4 | $1.38M | Sell |
3,209
-94
| -3% | -$40.3K | 0.44% | 73 |
|
|
2022
Q3 | $892K | Buy |
+3,303
| New | +$892K | 0.35% | 89 |
|