Carolinas Wealth Consulting’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 | – | Sell |
-3
| Closed | -$1.88K | – | 887 |
|
|
2025
Q1 | $1.88K | Sell |
3
-3
| -50% | -$1.88K | ﹤0.01% | 814 |
|
|
2024
Q4 | $4.23K | Hold |
6
| – | – | ﹤0.01% | 670 |
|
|
2024
Q3 | $4.86K | Buy |
6
+1
| +20% | +$810 | ﹤0.01% | 667 |
|
|
2024
Q2 | $3.23K | Hold |
5
| – | – | ﹤0.01% | 715 |
|
|
2024
Q1 | $3.61K | Buy |
5
+1
| +25% | +$721 | ﹤0.01% | 696 |
|
|
2023
Q4 | $2.29K | Hold |
4
| – | – | ﹤0.01% | 724 |
|
|
2023
Q3 | $1.63K | Hold |
4
| – | – | ﹤0.01% | 768 |
|
|
2023
Q2 | $1.78K | Hold |
4
| – | – | ﹤0.01% | 829 |
|
|
2023
Q1 | $1.58K | Sell |
4
-51
| -93% | -$20.2K | ﹤0.01% | 837 |
|
|
2022
Q4 | $19.5K | Buy |
55
+50
| +1,000% | +$17.8K | ﹤0.01% | 500 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 864 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 869 |
|
|
2022
Q1 | $2K | Sell |
5
-200
| -98% | -$80K | ﹤0.01% | 817 |
|
|
2021
Q4 | $68K | Hold |
205
| – | – | 0.01% | 317 |
|
|
2021
Q3 | $72K | Hold |
205
| – | – | 0.02% | 288 |
|
|
2021
Q2 | $65K | Hold |
205
| – | – | 0.01% | 328 |
|
|
2021
Q1 | $68K | Buy |
205
+100
| +95% | +$33.2K | 0.02% | 316 |
|
|
2020
Q4 | $24K | Buy |
105
+100
| +2,000% | +$22.9K | 0.01% | 457 |
|
|
2020
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 894 |
|
|
2020
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 622 |
|