Center for Financial Planning’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.9K | Sell |
30
-30
| -50% | -$25.2K | ﹤0.01% | 403 |
|
|
2025
Q4 | $48.6K | Hold |
60
| – | – | 0.01% | 300 |
|
|
2025
Q3 | $57.3K | Hold |
60
| – | – | 0.01% | 288 |
|
|
2025
Q2 | $45.2K | Hold |
60
| – | – | 0.01% | 304 |
|
|
2025
Q1 | $37.6K | Hold |
60
| – | – | ﹤0.01% | 311 |
|
|
2024
Q4 | $42.3K | Hold |
60
| – | – | 0.01% | 284 |
|
|
2024
Q3 | $48.6K | Hold |
60
| – | – | 0.01% | 260 |
|
|
2024
Q2 | $38.8K | Hold |
60
| – | – | 0.01% | 266 |
|
|
2024
Q1 | $43.3K | Hold |
60
| – | – | 0.01% | 257 |
|
|
2023
Q4 | $34.4K | Hold |
60
| – | – | 0.01% | 260 |
|
|
2023
Q3 | $26.7K | Hold |
60
| – | – | 0.01% | 279 |
|
|
2023
Q2 | $26.7K | Hold |
60
| – | – | 0.01% | 299 |
|
|
2023
Q1 | $23.7K | Sell |
60
-20
| -25% | -$8.4K | 0.01% | 280 |
|
|
2022
Q4 | $28.4K | Hold |
80
| – | – | 0.01% | 266 |
|
|
2022
Q3 | $22K | Hold |
80
| – | – | 0.01% | 288 |
|
|
2022
Q2 | $19K | Hold |
80
| – | – | ﹤0.01% | 299 |
|
|
2022
Q1 | $28K | Hold |
80
| – | – | 0.01% | 284 |
|
|
2021
Q4 | $27K | Hold |
80
| – | – | 0.01% | 291 |
|
|
2021
Q3 | $28K | Hold |
80
| – | – | 0.01% | 281 |
|
|
2021
Q2 | $26K | Hold |
80
| – | – | 0.01% | 285 |
|
|
2021
Q1 | $26K | Hold |
80
| – | – | 0.01% | 279 |
|
|
2020
Q4 | $19K | Buy |
+80
| New | +$16.9K | 0.01% | 290 |
|
|
2020
Q2 | – | Sell |
-48
| Closed | -$5K | – | 573 |
|
|
2020
Q1 | $5K | Buy |
+48
| New | +$6.36K | ﹤0.01% | 422 |
|
Other funds holding URI
VCM
VPM
