EPG 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 | $2.02M | Buy |
2,680
+160
| +6% | +$121K | 0.61% | 42 |
|
|
2025
Q1 | $1.58M | Buy |
2,520
+200
| +9% | +$125K | 0.44% | 62 |
|
|
2024
Q4 | $1.63M | Sell |
2,320
-180
| -7% | -$127K | 0.43% | 60 |
|
|
2024
Q3 | $2.02M | Buy |
+2,500
| New | +$2.02M | 0.51% | 50 |
|
|
2024
Q2 | – | Sell |
-2,665
| Closed | -$1.92M | – | 63 |
|
|
2024
Q1 | $1.92M | Buy |
2,665
+80
| +3% | +$57.7K | 0.47% | 54 |
|
|
2023
Q4 | $1.65M | Buy |
2,585
+6
| +0.2% | +$3.82K | 0.43% | 59 |
|
|
2023
Q3 | $1.15M | Buy |
2,579
+215
| +9% | +$95.6K | 0.35% | 74 |
|
|
2023
Q2 | $1.05M | Buy |
2,364
+760
| +47% | +$339K | 0.31% | 81 |
|
|
2023
Q1 | $635K | Buy |
+1,604
| New | +$635K | 0.2% | 117 |
|
|
2020
Q2 | – | Sell |
-53
| Closed | -$5K | – | 730 |
|
|
2020
Q1 | $5K | Buy |
53
+18
| +51% | +$1.7K | ﹤0.01% | 607 |
|
|
2019
Q4 | $6K | Buy |
+35
| New | +$6K | ﹤0.01% | 500 |
|