Cornerstone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $421K | Sell |
578
-29
| -5% | -$24.4K | 0.02% | 489 |
|
|
2025
Q4 | $491K | Sell |
607
-58
| -9% | -$50.3K | 0.03% | 426 |
|
|
2025
Q3 | $635K | Sell |
665
-63
| -9% | -$56.1K | 0.04% | 364 |
|
|
2025
Q2 | $548K | Buy |
728
+23
| +3% | +$15.4K | 0.03% | 375 |
|
|
2025
Q1 | $442K | Buy |
705
+158
| +29% | +$109K | 0.03% | 390 |
|
|
2024
Q4 | $385K | Sell |
547
-85
| -13% | -$69.1K | 0.03% | 407 |
|
|
2024
Q3 | $512K | Buy |
632
+5
| +0.8% | +$3.6K | 0.04% | 349 |
|
|
2024
Q2 | $406K | Buy |
627
+86
| +16% | +$57.2K | 0.03% | 371 |
|
|
2024
Q1 | $390K | Buy |
541
+41
| +8% | +$26.3K | 0.03% | 379 |
|
|
2023
Q4 | $287K | Sell |
500
-41
| -8% | -$19.3K | 0.02% | 420 |
|
|
2023
Q3 | $240K | Sell |
541
-6
| -1% | -$2.75K | 0.02% | 469 |
|
|
2023
Q2 | $243K | Sell |
547
-162
| -23% | -$60K | 0.02% | 446 |
|
|
2023
Q1 | $281K | Buy |
+709
| New | +$298K | 0.03% | 385 |
|
|
2019
Q2 | – | Sell |
-1,496
| Closed | -$274K | – | 502 |
|
|
2019
Q1 | $274K | Buy |
+1,496
| New | +$185K | 0.03% | 410 |
|
|
2018
Q4 | – | Sell |
-286,118
| Closed | -$2.01M | – | 1112 |
|
|
2018
Q3 | $2.01M | Buy |
286,118
+118,930
| +71% | +$18.5M | 0.03% | 488 |
|
|
2018
Q2 | $1.16M | Buy |
+167,188
| New | +$27.3M | 0.01% | 716 |
|
|
2018
Q1 | – | Sell |
-1,485
| Closed | -$253K | – | 427 |
|
|
2017
Q4 | $253K | Sell |
1,485
-523
| -26% | -$79.6K | 0.05% | 336 |
|
|
2017
Q3 | $289K | Sell |
2,008
-94
| -4% | -$11.2K | 0.06% | 291 |
|
|
2017
Q2 | $237K | Sell |
2,102
-899
| -30% | -$100K | 0.05% | 319 |
|
|
2017
Q1 | $361K | Sell |
3,001
-40
| -1% | -$4.87K | 0.09% | 223 |
|
|
2016
Q4 | $332K | Buy |
3,041
+172
| +6% | +$15.7K | 0.11% | 185 |
|
|
2016
Q3 | $227K | Buy |
+2,869
| New | +$220K | 0.08% | 235 |
|
Other funds holding URI
VCM
VPM
