EP Wealth Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $934K | Buy |
|
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $865K | Buy |
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|
2023
Q3 | $669K | Sell |
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|
2023
Q2 | $690K | Buy |
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|
2023
Q1 | $3.81M | Buy |
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|
2022
Q4 | $272K | Buy |
|