Elmwood 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 | $336K | Hold |
446
| – | – | 0.13% | 107 |
|
|
2025
Q1 | $280K | Hold |
446
| – | – | 0.11% | 116 |
|
|
2024
Q4 | $314K | Hold |
446
| – | – | 0.13% | 112 |
|
|
2024
Q3 | $361K | Hold |
446
| – | – | 0.15% | 107 |
|
|
2024
Q2 | $288K | Hold |
446
| – | – | 0.13% | 109 |
|
|
2024
Q1 | $322K | Sell |
446
-2
| -0.4% | -$1.44K | 0.14% | 107 |
|
|
2023
Q4 | $257K | Sell |
448
-49
| -10% | -$28.1K | 0.18% | 99 |
|
|
2023
Q3 | $221K | Hold |
497
| – | – | 0.11% | 115 |
|
|
2023
Q2 | $221K | Buy |
+497
| New | +$221K | 0.1% | 113 |
|
|
2022
Q1 | – | Sell |
-496
| Closed | -$165K | – | 311 |
|
|
2021
Q4 | $165K | Buy |
+496
| New | +$165K | 0.08% | 122 |
|