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Claro Advisors’s United Rentals URI Stock Holding History

Claro Advisors’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$302K Buy
414
+6
+1% +$5.04K 0.04% 368
2025
Q4 		$330K Buy
408
+1
+0.2% +$868 0.05% 315
2025
Q3 		$389K Hold
407
– – 0.06% 267
2025
Q2 		$307K Sell
407
-36
-8% -$24.1K 0.05% 288
2025
Q1 		$278K Sell
443
-12
-3% -$8.25K 0.04% 406
2024
Q4 		$321K Sell
455
-19
-4% -$15.4K 0.04% 343
2024
Q3 		$384K Hold
474
– – 0.05% 318
2024
Q2 		$307K Buy
474
+29
+7% +$19.3K 0.05% 322
2024
Q1 		$321K Buy
445
+3
+0.7% +$1.93K 0.06% 310
2023
Q4 		$253K Buy
+442
New +$208K 0.06% 322
2019
Q1 		– Sell
-8
Closed -$1K – 893
2018
Q4 		$1K Buy
+8
New +$963 ﹤0.01% 1074

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