DWM
Dakota Wealth Management’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
3,222
+499
| +18% | +$376K | 0.05% | 236 |
|
|
2025
Q1 | $1.71M | Sell |
2,723
-1,421
| -34% | -$891K | 0.04% | 283 |
|
|
2024
Q4 | $2.92M | Sell |
4,144
-6,916
| -63% | -$4.87M | 0.07% | 216 |
|
|
2024
Q3 | $8.96M | Buy |
11,060
+7,152
| +183% | +$5.79M | 0.2% | 101 |
|
|
2024
Q2 | $2.53M | Sell |
3,908
-7,006
| -64% | -$4.53M | 0.06% | 233 |
|
|
2024
Q1 | $7.87M | Buy |
10,914
+1,792
| +20% | +$1.29M | 0.2% | 107 |
|
|
2023
Q4 | $5.23M | Buy |
9,122
+3,971
| +77% | +$2.28M | 0.2% | 120 |
|
|
2023
Q3 | $2.29M | Buy |
5,151
+3,999
| +347% | +$1.78M | 0.1% | 184 |
|
|
2023
Q2 | $513K | Sell |
1,152
-1,664
| -59% | -$741K | 0.02% | 377 |
|
|
2023
Q1 | $1.11M | Sell |
2,816
-13,522
| -83% | -$5.35M | 0.07% | 213 |
|
|
2022
Q4 | $5.81M | Buy |
+16,338
| New | +$5.81M | 0.41% | 61 |
|
|
2022
Q2 | – | Sell |
-6,126
| Closed | -$2.18M | – | 548 |
|
|
2022
Q1 | $2.18M | Sell |
6,126
-137
| -2% | -$48.7K | 0.18% | 139 |
|
|
2021
Q4 | $2.08M | Sell |
6,263
-2
| -0% | -$665 | 0.22% | 112 |
|
|
2021
Q3 | $2.2M | Buy |
6,265
+83
| +1% | +$29.1K | 0.25% | 104 |
|
|
2021
Q2 | $1.97M | Sell |
6,182
-2,640
| -30% | -$842K | 0.23% | 105 |
|
|
2021
Q1 | $2.91M | Buy |
8,822
+281
| +3% | +$92.5K | 0.38% | 75 |
|
|
2020
Q4 | $1.98M | Buy |
+8,541
| New | +$1.98M | 0.26% | 99 |
|
|
2020
Q1 | – | Sell |
-19,219
| Closed | -$3.21M | – | 318 |
|
|
2019
Q4 | $3.21M | Buy |
19,219
+12,036
| +168% | +$2.01M | 0.51% | 55 |
|
|
2019
Q3 | $895K | Buy |
7,183
+2,953
| +70% | +$368K | 0.15% | 136 |
|
|
2019
Q2 | $561K | Buy |
4,230
+105
| +3% | +$13.9K | 0.11% | 166 |
|
|
2019
Q1 | $471K | Buy |
+4,125
| New | +$471K | 0.09% | 180 |
|