Carson Wealth (CWM LLC)’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Sell |
4,445
-103
| -2% | -$77.6K | 0.01% | 728 |
|
|
2025
Q1 | $2.85M | Sell |
4,548
-26
| -0.6% | -$16.3K | 0.01% | 707 |
|
|
2024
Q4 | $3.22M | Buy |
4,574
+55
| +1% | +$38.7K | 0.01% | 594 |
|
|
2024
Q3 | $3.66M | Buy |
4,519
+48
| +1% | +$38.9K | 0.02% | 519 |
|
|
2024
Q2 | $2.89M | Sell |
4,471
-266
| -6% | -$172K | 0.01% | 542 |
|
|
2024
Q1 | $3.42M | Buy |
4,737
+159
| +3% | +$115K | 0.02% | 497 |
|
|
2023
Q4 | $2.63M | Sell |
4,578
-77
| -2% | -$44.2K | 0.01% | 526 |
|
|
2023
Q3 | $2.07M | Sell |
4,655
-124
| -3% | -$55.1K | 0.01% | 539 |
|
|
2023
Q2 | $2.13M | Sell |
4,779
-361
| -7% | -$161K | 0.01% | 503 |
|
|
2023
Q1 | $2.03M | Buy |
5,140
+2,748
| +115% | +$1.09M | 0.01% | 475 |
|
|
2022
Q4 | $850K | Sell |
2,392
-194
| -8% | -$68.9K | 0.01% | 661 |
|
|
2022
Q3 | $699K | Buy |
2,586
+217
| +9% | +$58.7K | 0.01% | 653 |
|
|
2022
Q2 | $575K | Sell |
2,369
-425
| -15% | -$103K | ﹤0.01% | 697 |
|
|
2022
Q1 | $992K | Buy |
2,794
+11
| +0.4% | +$3.91K | 0.01% | 558 |
|
|
2021
Q4 | $925K | Buy |
+2,783
| New | +$925K | 0.01% | 590 |
|
|
2021
Q2 | $308K | Hold |
966
| – | – | ﹤0.01% | 776 |
|
|
2021
Q1 | $308K | Hold |
966
| – | – | ﹤0.01% | 776 |
|
|
2020
Q4 | $308K | Hold |
966
| – | – | ﹤0.01% | 776 |
|
|
2020
Q3 | $308K | Hold |
966
| – | – | ﹤0.01% | 776 |
|
|
2020
Q2 | $308K | Hold |
966
| – | – | ﹤0.01% | 776 |
|
|
2020
Q1 | $308K | Hold |
966
| – | – | ﹤0.01% | 776 |
|
|
2019
Q4 | $308K | Hold |
966
| – | – | ﹤0.01% | 776 |
|
|
2019
Q3 | $308K | Hold |
966
| – | – | ﹤0.01% | 776 |
|
|
2019
Q2 | $308K | Hold |
966
| – | – | ﹤0.01% | 776 |
|
|
2019
Q1 | $308K | Buy |
966
+341
| +55% | +$109K | ﹤0.01% | 776 |
|
|
2018
Q4 | $64K | Buy |
625
+542
| +653% | +$55.5K | ﹤0.01% | 824 |
|
|
2018
Q3 | $14K | Buy |
83
+16
| +24% | +$2.7K | ﹤0.01% | 1058 |
|
|
2018
Q2 | $10K | Buy |
+67
| New | +$10K | ﹤0.01% | 1007 |
|
|
2014
Q1 | – | Sell |
-384
| Closed | -$30K | – | 426 |
|
|
2013
Q4 | $30K | Sell |
384
-16
| -4% | -$1.25K | ﹤0.01% | 302 |
|
|
2013
Q3 | $23K | Buy |
+400
| New | +$23K | 0.01% | 255 |
|