EverSource 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 | $281K | Buy |
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|
2025
Q1 | $176K | Buy |
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|
2024
Q4 | $157K | Buy |
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|
2024
Q3 | $173K | Buy |
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|
2024
Q2 | $151K | Buy |
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|
2024
Q1 | $117K | Buy |
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|
2023
Q4 | $66.5K | Buy |
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|
2023
Q3 | $42.2K | Buy |
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|
2023
Q2 | $38.3K | Buy |
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|
2023
Q1 | $32.8K | Sell |
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|
2022
Q4 | $29.9K | Buy |
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|
2022
Q3 | $16K | Buy |
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|
2022
Q2 | $10K | Buy |
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|
2022
Q1 | $13K | Buy |
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|
2021
Q4 | $10K | Buy |
|