Exencial 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
Q3 | $319K | Buy |
|
|||||
|
2025
Q2 | $240K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $214K | Buy |
|
|||||
|
2024
Q3 | $246K | Sell |
|
|||||
|
2024
Q2 | $540K | Sell |
|
|||||
|
2024
Q1 | $672K | Sell |
|
|||||
|
2023
Q4 | $691K | Sell |
|
|||||
|
2023
Q3 | $691K | Sell |
|
|||||
|
2023
Q2 | $849K | Sell |
|
|||||
|
2023
Q1 | $893K | Sell |
|
|||||
|
2022
Q4 | $875K | Sell |
|
|||||
|
2022
Q3 | $681K | Sell |
|
|||||
|
2022
Q2 | $8.22M | Buy |
|
|||||
|
2022
Q1 | $10.8M | Buy |
|
|||||
|
2021
Q4 | $9.72M | Buy |
|
|||||
|
2021
Q3 | $9.8M | Sell |
|
|||||
|
2021
Q2 | $9.45M | Buy |
|
|||||
|
2021
Q1 | $8.79M | Sell |
|
|||||
|
2020
Q4 | $9.57M | Sell |
|
|||||
|
2020
Q3 | $14.2M | Buy |
|
|||||
|
2020
Q2 | $5.58M | Buy |
|