BlueChip Wealth Advisors’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
$240K Sell
318
-20
-6% -$15.1K 0.11% 150
2025
Q1
$212K Buy
338
+1
+0.3% +$627 0.1% 147
2024
Q4
$237K Sell
337
-21
-6% -$14.8K 0.13% 123
2024
Q3
$290K Hold
358
0.15% 120
2024
Q2
$232K Buy
358
+21
+6% +$13.6K 0.14% 128
2024
Q1
$243K Buy
+337
New +$243K 0.16% 109