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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $963K | Sell |
1,321
-513
| -28% | -$431K | 0.02% | 594 |
|
|
2025
Q4 | $1.48M | Sell |
1,834
-76
| -4% | -$66K | 0.04% | 407 |
|
|
2025
Q3 | $1.82M | Sell |
1,910
-373
| -16% | -$332K | 0.04% | 361 |
|
|
2025
Q2 | $1.72M | Buy |
2,283
+11
| +0.5% | +$7.36K | 0.05% | 382 |
|
|
2025
Q1 | $1.42M | Buy |
2,272
+21
| +0.9% | +$14.4K | 0.04% | 385 |
|
|
2024
Q4 | $1.59M | Buy |
2,251
+318
| +16% | +$258K | 0.05% | 340 |
|
|
2024
Q3 | $1.57M | Buy |
1,933
+381
| +25% | +$274K | 0.05% | 317 |
|
|
2024
Q2 | $1M | Sell |
1,552
-130
| -8% | -$86.4K | 0.05% | 330 |
|
|
2024
Q1 | $1.21M | Buy |
1,682
+316
| +23% | +$203K | 0.05% | 334 |
|
|
2023
Q4 | $783K | Sell |
1,366
-212
| -13% | -$100K | 0.05% | 288 |
|
|
2023
Q3 | $702K | Sell |
1,578
-667
| -30% | -$305K | 0.05% | 286 |
|
|
2023
Q2 | $1M | Buy |
2,245
+618
| +38% | +$229K | 0.05% | 332 |
|
|
2023
Q1 | $644K | Buy |
1,627
+160
| +11% | +$67.2K | 0.03% | 401 |
|
|
2022
Q4 | $521K | Buy |
1,467
+61
| +4% | +$20K | 0.03% | 419 |
|
|
2022
Q3 | $380K | Buy |
1,406
+118
| +9% | +$34.3K | 0.02% | 472 |
|
|
2022
Q2 | $313K | Sell |
1,288
-47
| -4% | -$13.8K | 0.02% | 544 |
|
|
2022
Q1 | $474K | Buy |
1,335
+14
| +1% | +$4.57K | 0.02% | 444 |
|
|
2021
Q4 | $439K | Sell |
1,321
-93
| -7% | -$33.2K | 0.02% | 482 |
|
|
2021
Q3 | $496K | Buy |
1,414
+218
| +18% | +$73.2K | 0.03% | 409 |
|
|
2021
Q2 | $381K | Buy |
1,196
+332
| +38% | +$107K | 0.02% | 460 |
|
|
2021
Q1 | $285K | Buy |
+864
| New | +$245K | 0.02% | 460 |
|
Other funds holding URI
VCM
VPM
