Congress Wealth Management’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 | $9.34M | Buy |
12,402
+6,274
| +102% | +$4.73M | 0.09% | 262 |
|
|
2025
Q1 | $3.84M | Sell |
6,128
-597
| -9% | -$374K | 0.05% | 370 |
|
|
2024
Q4 | $4.74M | Sell |
6,725
-108
| -2% | -$76.1K | 0.07% | 291 |
|
|
2024
Q3 | $5.53M | Buy |
6,833
+2,605
| +62% | +$2.11M | 0.07% | 282 |
|
|
2024
Q2 | $2.73M | Sell |
4,228
-101
| -2% | -$65.3K | 0.04% | 312 |
|
|
2024
Q1 | $3.12M | Sell |
4,329
-350
| -7% | -$252K | 0.05% | 270 |
|
|
2023
Q4 | $2.68M | Sell |
4,679
-29
| -0.6% | -$16.6K | 0.05% | 285 |
|
|
2023
Q3 | $2.09M | Hold |
4,708
| – | – | 0.04% | 298 |
|
|
2023
Q2 | $2.1M | Sell |
4,708
-11,142
| -70% | -$4.96M | 0.05% | 254 |
|
|
2023
Q1 | $6.27M | Sell |
15,850
-2,414
| -13% | -$955K | 0.15% | 165 |
|
|
2022
Q4 | $6.49M | Sell |
18,264
-2,330
| -11% | -$828K | 0.17% | 164 |
|
|
2022
Q3 | $5.56M | Sell |
20,594
-7,720
| -27% | -$2.09M | 0.15% | 171 |
|
|
2022
Q2 | $6.88M | Sell |
28,314
-28
| -0.1% | -$6.8K | 0.18% | 162 |
|
|
2022
Q1 | $10.1M | Sell |
28,342
-149
| -0.5% | -$52.9K | 0.22% | 136 |
|
|
2021
Q4 | $9.47M | Buy |
+28,491
| New | +$9.47M | 0.19% | 157 |
|