EverSource Wealth Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
373
+93
| +33% | +$70.1K | 0.01% | 698 |
|
|
2025
Q1 | $176K | Buy |
280
+57
| +26% | +$35.8K | 0.01% | 701 |
|
|
2024
Q4 | $157K | Buy |
223
+10
| +5% | +$7.06K | 0.01% | 749 |
|
|
2024
Q3 | $173K | Buy |
213
+13
| +7% | +$10.5K | 0.01% | 608 |
|
|
2024
Q2 | $151K | Buy |
200
+25
| +14% | +$18.9K | 0.01% | 653 |
|
|
2024
Q1 | $117K | Buy |
175
+59
| +51% | +$39.4K | 0.01% | 652 |
|
|
2023
Q4 | $66.5K | Buy |
116
+21
| +22% | +$12K | 0.01% | 789 |
|
|
2023
Q3 | $42.2K | Buy |
95
+9
| +10% | +$4K | ﹤0.01% | 877 |
|
|
2023
Q2 | $38.3K | Buy |
86
+3
| +4% | +$1.34K | ﹤0.01% | 935 |
|
|
2023
Q1 | $32.8K | Sell |
83
-1
| -1% | -$396 | ﹤0.01% | 931 |
|
|
2022
Q4 | $29.9K | Buy |
84
+26
| +45% | +$9.24K | ﹤0.01% | 947 |
|
|
2022
Q3 | $16K | Buy |
58
+17
| +41% | +$4.69K | ﹤0.01% | 988 |
|
|
2022
Q2 | $10K | Buy |
41
+4
| +11% | +$976 | ﹤0.01% | 1044 |
|
|
2022
Q1 | $13K | Buy |
37
+7
| +23% | +$2.46K | ﹤0.01% | 891 |
|
|
2021
Q4 | $10K | Buy |
+30
| New | +$10K | ﹤0.01% | 978 |
|