Creative Planning’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
Q3 | $16.2M | Buy |
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|
2025
Q2 | $11.5M | Buy |
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|
2025
Q1 | $8.91M | Buy |
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|
2024
Q4 | $9.66M | Buy |
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|
2024
Q3 | $10.6M | Buy |
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|
2024
Q2 | $7.82M | Buy |
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|
2024
Q1 | $8.65M | Buy |
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|
2023
Q4 | $6.22M | Buy |
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|
2023
Q3 | $4.72M | Buy |
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|
2023
Q2 | $4.71M | Sell |
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|
2023
Q1 | $5.97M | Buy |
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|
2022
Q4 | $4.36M | Buy |
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|
2022
Q3 | $3.08M | Buy |
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|
2022
Q2 | $2.75M | Buy |
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|
2022
Q1 | $3.42M | Buy |
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|
2021
Q4 | $2.94M | Buy |
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|
2021
Q3 | $3.09M | Sell |
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|
2021
Q2 | $3.13M | Buy |
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|
2021
Q1 | $2.52M | Sell |
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|
2020
Q4 | $2.37M | Sell |
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|
2020
Q3 | $1.91M | Buy |
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|
2020
Q2 | $1.49M | Buy |
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|
2020
Q1 | $831K | Buy |
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|
2019
Q4 | $1.19M | Buy |
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|
2019
Q3 | $884K | Sell |
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|
2019
Q2 | $1.1M | Sell |
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|
2019
Q1 | $1.13M | Sell |
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|
2018
Q4 | $1.16M | Buy |
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|
2018
Q3 | $1.27M | Sell |
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|
2018
Q2 | $1.45M | Buy |
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|
2018
Q1 | $1.02M | Sell |
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|
2017
Q4 | $1.08M | Buy |
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|
2017
Q3 | $796K | Sell |
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|
2017
Q2 | $863K | Buy |
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|
2017
Q1 | $853K | Buy |
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|
2016
Q4 | $498K | Sell |
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|
2016
Q3 | $504K | Buy |
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|
2016
Q2 | $356K | Sell |
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|
2016
Q1 | $445K | Buy |
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|
2015
Q4 | $466K | Sell |
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|
2015
Q3 | $714K | Sell |
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|
2015
Q2 | $1.13M | Sell |
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|
2015
Q1 | $1.4M | Sell |
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|
2014
Q4 | $1.59M | Buy |
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|
2014
Q3 | $1.06M | Buy |
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|
2014
Q2 | $748K | Buy |
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|
2014
Q1 | $526K | Buy |
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|
2013
Q4 | $299K | Buy |
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|
2013
Q3 | $165K | Buy |
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|
2013
Q2 | $76K | Buy |
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