Clearstead Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
1,940
+156
| +9% | +$118K | 0.02% | 371 |
|
|
2025
Q1 | $1.12M | Buy |
1,784
+83
| +5% | +$52K | 0.02% | 386 |
|
|
2024
Q4 | $1.2M | Buy |
1,701
+12
| +0.7% | +$8.45K | 0.02% | 376 |
|
|
2024
Q3 | $1.37M | Hold |
1,689
| – | – | 0.02% | 358 |
|
|
2024
Q2 | $1.09M | Hold |
1,689
| – | – | 0.02% | 375 |
|
|
2024
Q1 | $1.18M | Sell |
1,689
-31
| -2% | -$21.6K | 0.06% | 206 |
|
|
2023
Q4 | $986K | Sell |
1,720
-1,708
| -50% | -$979K | 0.05% | 225 |
|
|
2023
Q3 | $1.52M | Buy |
3,428
+1,723
| +101% | +$766K | 0.04% | 248 |
|
|
2023
Q2 | $759K | Sell |
1,705
-4
| -0.2% | -$1.78K | 0.05% | 235 |
|
|
2023
Q1 | $676K | Buy |
1,709
+4
| +0.2% | +$1.58K | 0.05% | 218 |
|
|
2022
Q4 | $606K | Buy |
1,705
+311
| +22% | +$111K | 0.05% | 226 |
|
|
2022
Q3 | $377K | Hold |
1,394
| – | – | 0.03% | 274 |
|
|
2022
Q2 | $339K | Sell |
1,394
-729
| -34% | -$177K | 0.03% | 295 |
|
|
2022
Q1 | $754K | Buy |
2,123
+910
| +75% | +$323K | 0.05% | 213 |
|
|
2021
Q4 | $403K | Buy |
1,213
+240
| +25% | +$79.7K | 0.03% | 281 |
|
|
2021
Q3 | $341K | Sell |
973
-8
| -0.8% | -$2.8K | 0.03% | 291 |
|
|
2021
Q2 | $313K | Sell |
981
-58
| -6% | -$18.5K | 0.02% | 287 |
|
|
2021
Q1 | $342K | Buy |
1,039
+81
| +8% | +$26.7K | 0.03% | 264 |
|
|
2020
Q4 | $222K | Sell |
958
-50
| -5% | -$11.6K | 0.02% | 307 |
|
|
2020
Q3 | $176K | Buy |
1,008
+50
| +5% | +$8.73K | 0.02% | 287 |
|
|
2020
Q2 | $143K | Hold |
958
| – | – | 0.02% | 310 |
|
|
2020
Q1 | $99K | Buy |
+958
| New | +$99K | 0.01% | 327 |
|