BFWM
Bright Futures Wealth Management’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $268K | Sell |
469
-93
| -17% | -$53.1K | 0.29% | 89 |
|
|
2024
Q4 | $426K | Sell |
562
-1,244
| -69% | -$944K | 0.38% | 74 |
|
|
2024
Q3 | $1.47M | Sell |
1,806
-607
| -25% | -$493K | 0.71% | 34 |
|
|
2024
Q2 | $1.62M | Sell |
2,413
-19
| -0.8% | -$12.8K | 0.88% | 28 |
|
|
2024
Q1 | $1.52M | Buy |
+2,432
| New | +$1.52M | 0.82% | 34 |
|