Congress Wealth Management’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 | $9.34M | Buy |
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|
2025
Q1 | $3.84M | Sell |
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|
2024
Q4 | $4.74M | Sell |
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|
2024
Q3 | $5.53M | Buy |
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|
2024
Q2 | $2.73M | Sell |
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|
2024
Q1 | $3.12M | Sell |
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|
2023
Q4 | $2.68M | Sell |
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|
2023
Q3 | $2.09M | Hold |
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|
2023
Q2 | $2.1M | Sell |
|
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|
2023
Q1 | $6.27M | Sell |
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|
2022
Q4 | $6.49M | Sell |
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|
2022
Q3 | $5.56M | Sell |
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|
2022
Q2 | $6.88M | Sell |
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|
2022
Q1 | $10.1M | Sell |
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|
2021
Q4 | $9.47M | Buy |
|