CreativeOne Wealth’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
$1.72M Buy
2025
Q1
$1.42M Buy
2024
Q4
$1.59M Buy
2024
Q3
$1.57M Buy
2024
Q2
$1M Sell
2024
Q1
$1.21M Buy
2023
Q4
$783K Sell
2023
Q3
$702K Sell
2023
Q2
$1M Buy
2023
Q1
$644K Buy
2022
Q4
$521K Buy
2022
Q3
$380K Buy
2022
Q2
$313K Sell
2022
Q1
$474K Buy
2021
Q4
$439K Sell
2021
Q3
$496K Buy
2021
Q2
$381K Buy
2021
Q1
$285K Buy