EP Wealth Advisors’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 | $14.1M | Buy |
18,775
+17,000
| +958% | +$12.8M | 0.09% | 152 |
|
|
2025
Q1 | $1.11M | Buy |
1,775
+154
| +10% | +$96.5K | 0.01% | 476 |
|
|
2024
Q4 | $1.14M | Sell |
1,621
-76
| -4% | -$53.6K | 0.01% | 466 |
|
|
2024
Q3 | $1.37M | Buy |
1,697
+254
| +18% | +$206K | 0.01% | 428 |
|
|
2024
Q2 | $934K | Buy |
1,443
+7
| +0.5% | +$4.53K | 0.01% | 403 |
|
|
2024
Q1 | $1.04M | Sell |
1,436
-73
| -5% | -$52.7K | 0.01% | 370 |
|
|
2023
Q4 | $865K | Buy |
1,509
+4
| +0.3% | +$2.29K | 0.01% | 391 |
|
|
2023
Q3 | $669K | Sell |
1,505
-117,846
| -99% | -$52.4M | 0.01% | 403 |
|
|
2023
Q2 | $690K | Buy |
119,351
+99,717
| +508% | +$576K | 0.01% | 399 |
|
|
2023
Q1 | $3.81M | Buy |
19,634
+18,869
| +2,467% | +$3.66M | 0.07% | 161 |
|
|
2022
Q4 | $272K | Buy |
+765
| New | +$272K | ﹤0.01% | 486 |
|