BSW Wealth Partners’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $320K | Sell |
|
|||||
|
2025
Q2 | $396K | Sell |
|
|||||
|
2025
Q1 | $337K | Sell |
|
|||||
|
2024
Q4 | $396K | Buy |
|
|||||
|
2024
Q3 | $440K | Buy |
|
|||||
|
2024
Q2 | $297K | Sell |
|
|||||
|
2024
Q1 | $332K | Sell |
|
|||||
|
2023
Q4 | $278K | Sell |
|
|||||
|
2023
Q3 | $217K | Sell |
|
|||||
|
2023
Q2 | $243K | Sell |
|
|||||
|
2023
Q1 | $235K | Buy |
|
|||||
|
2022
Q4 | $210K | Buy |
|