Clearstead Advisors’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 | $1.3M | Sell |
1,790
-330
| -16% | -$277K | 0.01% | 450 |
|
|
2025
Q4 | $1.72M | Buy |
2,120
+150
| +8% | +$130K | 0.02% | 357 |
|
|
2025
Q3 | $1.88M | Buy |
1,970
+30
| +2% | +$26.7K | 0.03% | 334 |
|
|
2025
Q2 | $1.46M | Buy |
1,940
+156
| +9% | +$104K | 0.02% | 373 |
|
|
2025
Q1 | $1.12M | Buy |
1,784
+83
| +5% | +$57.1K | 0.02% | 388 |
|
|
2024
Q4 | $1.2M | Buy |
1,701
+12
| +0.7% | +$9.75K | 0.02% | 377 |
|
|
2024
Q3 | $1.37M | Hold |
1,689
| – | – | 0.02% | 359 |
|
|
2024
Q2 | $1.09M | Hold |
1,689
| – | – | 0.02% | 375 |
|
|
2024
Q1 | $1.18M | Sell |
1,689
-31
| -2% | -$19.9K | 0.06% | 206 |
|
|
2023
Q4 | $986K | Sell |
1,720
-1,708
| -50% | -$806K | 0.05% | 226 |
|
|
2023
Q3 | $1.52M | Buy |
3,428
+1,723
| +101% | +$789K | 0.04% | 248 |
|
|
2023
Q2 | $759K | Sell |
1,705
-4
| -0.2% | -$1.48K | 0.05% | 235 |
|
|
2023
Q1 | $676K | Buy |
1,709
+4
| +0.2% | +$1.68K | 0.05% | 218 |
|
|
2022
Q4 | $606K | Buy |
1,705
+311
| +22% | +$102K | 0.05% | 226 |
|
|
2022
Q3 | $377K | Hold |
1,394
| – | – | 0.03% | 275 |
|
|
2022
Q2 | $339K | Sell |
1,394
-729
| -34% | -$214K | 0.03% | 297 |
|
|
2022
Q1 | $754K | Buy |
2,123
+910
| +75% | +$297K | 0.05% | 214 |
|
|
2021
Q4 | $403K | Buy |
1,213
+240
| +25% | +$85.6K | 0.03% | 283 |
|
|
2021
Q3 | $341K | Sell |
973
-8
| -0.8% | -$2.69K | 0.03% | 293 |
|
|
2021
Q2 | $313K | Sell |
981
-58
| -6% | -$18.7K | 0.02% | 287 |
|
|
2021
Q1 | $342K | Buy |
1,039
+81
| +8% | +$22.9K | 0.03% | 264 |
|
|
2020
Q4 | $222K | Sell |
958
-50
| -5% | -$10.6K | 0.02% | 307 |
|
|
2020
Q3 | $176K | Buy |
1,008
+50
| +5% | +$8.4K | 0.02% | 287 |
|
|
2020
Q2 | $143K | Hold |
958
| – | – | 0.02% | 310 |
|
|
2020
Q1 | $99K | Buy |
+958
| New | +$127K | 0.01% | 328 |
|
Other funds holding URI
VCM
VPM
