Dynasty Wealth Management’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 | $966K | Sell |
1,282
-222
| -15% | -$167K | 0.02% | 132 |
|
|
2025
Q1 | $942K | Sell |
1,504
-32
| -2% | -$20.1K | 0.02% | 146 |
|
|
2024
Q4 | $1.08M | Sell |
1,536
-361
| -19% | -$254K | 0.02% | 142 |
|
|
2024
Q3 | $1.54M | Buy |
1,897
+21
| +1% | +$17K | 0.05% | 93 |
|
|
2024
Q2 | $1.21M | Sell |
1,876
-4
| -0.2% | -$2.59K | 0.04% | 119 |
|
|
2024
Q1 | $1.36M | Buy |
+1,880
| New | +$1.36M | 0.04% | 97 |
|