Creative Planning’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 | $11.5M | Buy |
15,309
+1,093
| +8% | +$823K | 0.01% | 477 |
|
|
2025
Q1 | $8.91M | Buy |
14,216
+503
| +4% | +$315K | 0.01% | 524 |
|
|
2024
Q4 | $9.66M | Buy |
13,713
+667
| +5% | +$470K | 0.01% | 457 |
|
|
2024
Q3 | $10.6M | Buy |
13,046
+959
| +8% | +$777K | 0.01% | 427 |
|
|
2024
Q2 | $7.82M | Buy |
12,087
+94
| +0.8% | +$60.8K | 0.01% | 484 |
|
|
2024
Q1 | $8.65M | Buy |
11,993
+1,140
| +11% | +$822K | 0.01% | 446 |
|
|
2023
Q4 | $6.22M | Buy |
10,853
+236
| +2% | +$135K | 0.01% | 513 |
|
|
2023
Q3 | $4.72M | Buy |
10,617
+53
| +0.5% | +$23.6K | 0.01% | 551 |
|
|
2023
Q2 | $4.71M | Sell |
10,564
-4,529
| -30% | -$2.02M | 0.01% | 541 |
|
|
2023
Q1 | $5.97M | Buy |
15,093
+2,813
| +23% | +$1.11M | 0.01% | 457 |
|
|
2022
Q4 | $4.36M | Buy |
12,280
+858
| +8% | +$305K | 0.01% | 521 |
|
|
2022
Q3 | $3.09M | Buy |
11,422
+81
| +0.7% | +$21.9K | 0.01% | 557 |
|
|
2022
Q2 | $2.76M | Buy |
11,341
+1,710
| +18% | +$415K | ﹤0.01% | 607 |
|
|
2022
Q1 | $3.42M | Buy |
9,631
+782
| +9% | +$278K | 0.01% | 554 |
|
|
2021
Q4 | $2.94M | Buy |
8,849
+34
| +0.4% | +$11.3K | ﹤0.01% | 571 |
|
|
2021
Q3 | $3.09M | Sell |
8,815
-1,012
| -10% | -$355K | 0.01% | 558 |
|
|
2021
Q2 | $3.14M | Buy |
9,827
+2,186
| +29% | +$697K | 0.01% | 531 |
|
|
2021
Q1 | $2.52M | Sell |
7,641
-2,591
| -25% | -$853K | 0.01% | 624 |
|
|
2020
Q4 | $2.37M | Sell |
10,232
-713
| -7% | -$165K | 0.01% | 595 |
|
|
2020
Q3 | $1.91M | Buy |
10,945
+962
| +10% | +$168K | 0.01% | 576 |
|
|
2020
Q2 | $1.49M | Buy |
9,983
+1,905
| +24% | +$284K | ﹤0.01% | 594 |
|
|
2020
Q1 | $831K | Buy |
8,078
+965
| +14% | +$99.3K | ﹤0.01% | 719 |
|
|
2019
Q4 | $1.19M | Buy |
7,113
+19
| +0.3% | +$3.17K | ﹤0.01% | 709 |
|
|
2019
Q3 | $884K | Sell |
7,094
-1,199
| -14% | -$149K | ﹤0.01% | 811 |
|
|
2019
Q2 | $1.1M | Sell |
8,293
-1,574
| -16% | -$209K | ﹤0.01% | 723 |
|
|
2019
Q1 | $1.13M | Sell |
9,867
-1,451
| -13% | -$166K | ﹤0.01% | 679 |
|
|
2018
Q4 | $1.16M | Buy |
11,318
+3,531
| +45% | +$362K | ﹤0.01% | 611 |
|
|
2018
Q3 | $1.27M | Sell |
7,787
-2,038
| -21% | -$333K | ﹤0.01% | 655 |
|
|
2018
Q2 | $1.45M | Buy |
9,825
+3,891
| +66% | +$574K | 0.01% | 561 |
|
|
2018
Q1 | $1.03M | Sell |
5,934
-340
| -5% | -$58.7K | ﹤0.01% | 718 |
|
|
2017
Q4 | $1.08M | Buy |
6,274
+536
| +9% | +$92.2K | ﹤0.01% | 688 |
|
|
2017
Q3 | $796K | Sell |
5,738
-1,917
| -25% | -$266K | ﹤0.01% | 814 |
|
|
2017
Q2 | $863K | Buy |
7,655
+838
| +12% | +$94.5K | ﹤0.01% | 753 |
|
|
2017
Q1 | $853K | Buy |
6,817
+2,097
| +44% | +$262K | ﹤0.01% | 729 |
|
|
2016
Q4 | $498K | Sell |
4,720
-1,703
| -27% | -$180K | ﹤0.01% | 921 |
|
|
2016
Q3 | $504K | Buy |
6,423
+1,115
| +21% | +$87.5K | ﹤0.01% | 885 |
|
|
2016
Q2 | $356K | Sell |
5,308
-1,851
| -26% | -$124K | ﹤0.01% | 940 |
|
|
2016
Q1 | $445K | Buy |
7,159
+738
| +11% | +$45.9K | ﹤0.01% | 798 |
|
|
2015
Q4 | $466K | Sell |
6,421
-5,464
| -46% | -$397K | ﹤0.01% | 790 |
|
|
2015
Q3 | $714K | Sell |
11,885
-1,061
| -8% | -$63.7K | 0.01% | 592 |
|
|
2015
Q2 | $1.13M | Sell |
12,946
-2,370
| -15% | -$208K | 0.01% | 433 |
|
|
2015
Q1 | $1.4M | Sell |
15,316
-283
| -2% | -$25.8K | 0.01% | 361 |
|
|
2014
Q4 | $1.59M | Buy |
15,599
+6,072
| +64% | +$619K | 0.02% | 326 |
|
|
2014
Q3 | $1.06M | Buy |
9,527
+2,385
| +33% | +$265K | 0.01% | 387 |
|
|
2014
Q2 | $748K | Buy |
7,142
+1,605
| +29% | +$168K | 0.01% | 487 |
|
|
2014
Q1 | $526K | Buy |
5,537
+1,700
| +44% | +$161K | 0.01% | 594 |
|
|
2013
Q4 | $299K | Buy |
3,837
+1,000
| +35% | +$77.9K | 0.01% | 680 |
|
|
2013
Q3 | $165K | Buy |
2,837
+1,310
| +86% | +$76.2K | ﹤0.01% | 844 |
|
|
2013
Q2 | $76K | Buy |
+1,527
| New | +$76K | ﹤0.01% | 1137 |
|