Farther Finance 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 | $1.01M | Buy |
1,345
+486
| +57% | +$366K | 0.02% | 578 |
|
2025
Q1 | $543K | Buy |
859
+433
| +102% | +$273K | 0.01% | 749 |
|
2024
Q4 | $300K | Sell |
426
-10
| -2% | -$7.04K | 0.01% | 806 |
|
2024
Q3 | $353K | Buy |
436
+46
| +12% | +$37.2K | 0.01% | 738 |
|
2024
Q2 | $250K | Buy |
390
+36
| +10% | +$23.1K | 0.01% | 747 |
|
2024
Q1 | $251K | Buy |
354
+25
| +8% | +$17.8K | 0.02% | 608 |
|
2023
Q4 | $189K | Buy |
329
+144
| +78% | +$82.6K | 0.01% | 569 |
|
2023
Q3 | $82.3K | Buy |
185
+37
| +25% | +$16.5K | 0.01% | 628 |
|
2023
Q2 | $65.9K | Buy |
148
+4
| +3% | +$1.78K | 0.01% | 578 |
|
2023
Q1 | $57K | Sell |
144
-9
| -6% | -$3.56K | 0.02% | 571 |
|
2022
Q4 | $54.4K | Buy |
+153
| New | +$54.4K | 0.02% | 468 |
|