Empirical 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
Q1 | – | Sell |
-541
| Closed | -$381K | – | 712 |
|
|
2024
Q4 | $381K | Buy |
541
+214
| +65% | +$151K | 0.01% | 447 |
|
|
2024
Q3 | $265K | Buy |
+327
| New | +$265K | 0.01% | 482 |
|
|
2024
Q2 | – | Sell |
-339
| Closed | -$244K | – | 581 |
|
|
2024
Q1 | $244K | Sell |
339
-276
| -45% | -$199K | 0.01% | 470 |
|
|
2023
Q4 | $353K | Buy |
615
+59
| +11% | +$33.8K | 0.01% | 371 |
|
|
2023
Q3 | $247K | Sell |
556
-82
| -13% | -$36.5K | 0.01% | 407 |
|
|
2023
Q2 | $284K | Sell |
638
-68
| -10% | -$30.3K | 0.01% | 376 |
|
|
2023
Q1 | $279K | Buy |
+706
| New | +$279K | 0.01% | 399 |
|
|
2022
Q1 | – | Sell |
-909
| Closed | -$302K | – | 545 |
|
|
2021
Q4 | $302K | Hold |
909
| – | – | 0.02% | 420 |
|
|
2021
Q3 | $319K | Hold |
909
| – | – | 0.02% | 368 |
|
|
2021
Q2 | $290K | Sell |
909
-84
| -8% | -$26.8K | 0.02% | 376 |
|
|
2021
Q1 | $327K | Buy |
+993
| New | +$327K | 0.03% | 310 |
|