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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.37M | Hold |
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|
2024
Q2 | $1.09M | Hold |
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|
2024
Q1 | $1.18M | Sell |
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|
2023
Q4 | $986K | Sell |
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|
2023
Q3 | $1.52M | Buy |
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|
2023
Q2 | $759K | Sell |
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|
2023
Q1 | $676K | Buy |
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|
2022
Q4 | $606K | Buy |
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|
2022
Q3 | $377K | Hold |
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|
2022
Q2 | $339K | Sell |
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|
2022
Q1 | $754K | Buy |
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|
2021
Q4 | $403K | Buy |
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|
2021
Q3 | $341K | Sell |
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|
2021
Q2 | $313K | Sell |
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|
2021
Q1 | $342K | Buy |
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|
2020
Q4 | $222K | Sell |
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|
2020
Q3 | $176K | Buy |
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|
2020
Q2 | $143K | Hold |
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|
2020
Q1 | $99K | Buy |
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