Checchi Capital Advisers’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 | $464K | Buy |
637
+92
| +17% | +$77.3K | 0.03% | 370 |
|
|
2025
Q4 | $441K | Buy |
545
+2
| +0.4% | +$1.74K | 0.03% | 355 |
|
|
2025
Q3 | $518K | Sell |
543
-29
| -5% | -$25.8K | 0.04% | 316 |
|
|
2025
Q2 | $431K | Sell |
572
-23
| -4% | -$15.4K | 0.03% | 366 |
|
|
2025
Q1 | $373K | Buy |
595
+34
| +6% | +$23.4K | 0.03% | 397 |
|
|
2024
Q4 | $395K | Hold |
561
| – | – | 0.03% | 374 |
|
|
2024
Q3 | $454K | Buy |
561
+3
| +0.5% | +$2.16K | 0.03% | 356 |
|
|
2024
Q2 | $361K | Sell |
558
-24
| -4% | -$15.9K | 0.03% | 392 |
|
|
2024
Q1 | $420K | Buy |
582
+21
| +4% | +$13.5K | 0.03% | 364 |
|
|
2023
Q4 | $322K | Buy |
561
+31
| +6% | +$14.6K | 0.03% | 408 |
|
|
2023
Q3 | $236K | Sell |
530
-38
| -7% | -$17.4K | 0.02% | 463 |
|
|
2023
Q2 | $253K | Sell |
568
-12
| -2% | -$4.45K | 0.02% | 473 |
|
|
2023
Q1 | $230K | Sell |
580
-23
| -4% | -$9.66K | 0.02% | 498 |
|
|
2022
Q4 | $214K | Buy |
+603
| New | +$198K | 0.02% | 502 |
|
|
2022
Q3 | – | Sell |
-822
| Closed | -$265K | – | 590 |
|
|
2022
Q2 | $265K | Sell |
822
-416
| -34% | -$122K | 0.03% | 462 |
|
|
2022
Q1 | $440K | Buy |
1,238
+20
| +2% | +$6.53K | 0.05% | 298 |
|
|
2021
Q4 | $405K | Buy |
1,218
+7
| +0.6% | +$2.5K | 0.04% | 315 |
|
|
2021
Q3 | $425K | Hold |
1,211
| – | – | 0.05% | 278 |
|
|
2021
Q2 | $386K | Hold |
1,211
| – | – | 0.05% | 294 |
|
|
2021
Q1 | $399K | Buy |
1,211
+29
| +2% | +$8.21K | 0.05% | 279 |
|
|
2020
Q4 | $274K | Buy |
1,182
+5
| +0.4% | +$1.06K | 0.04% | 362 |
|
|
2020
Q3 | $205K | Buy |
+1,177
| New | +$198K | 0.04% | 408 |
|
|
2016
Q3 | – | Sell |
-1,118
| Closed | -$75K | – | 1168 |
|
|
2016
Q2 | $75K | Sell |
1,118
-65
| -5% | -$4.25K | 0.02% | 692 |
|
|
2016
Q1 | $74K | Buy |
+1,183
| New | +$65.8K | 0.02% | 696 |
|
Other funds holding URI
VCM
VPM
