Financial Network 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
Q1 | $501K | Hold |
800
| – | – | 0.18% | 68 |
|
2024
Q4 | $563K | Hold |
800
| – | – | 0.2% | 65 |
|
2024
Q3 | $647K | Hold |
800
| – | – | 0.23% | 62 |
|
2024
Q2 | $517K | Buy |
+800
| New | +$517K | 0.2% | 65 |
|
2024
Q1 | – | Sell |
-800
| Closed | -$458K | – | 96 |
|
2023
Q4 | $458K | Hold |
800
| – | – | 0.2% | 64 |
|
2023
Q3 | $349K | Hold |
800
| – | – | 0.17% | 66 |
|
2023
Q2 | $356K | Hold |
800
| – | – | 0.16% | 69 |
|
2023
Q1 | $317K | Hold |
800
| – | – | 0.16% | 79 |
|
2022
Q4 | $284K | Hold |
800
| – | – | 0.15% | 78 |
|
2022
Q3 | $216K | Buy |
+800
| New | +$216K | 0.13% | 83 |
|
2022
Q2 | – | Sell |
-800
| Closed | -$284K | – | 110 |
|
2022
Q1 | $284K | Hold |
800
| – | – | 0.15% | 85 |
|
2021
Q4 | $266K | Hold |
800
| – | – | 0.13% | 91 |
|
2021
Q3 | $281K | Hold |
800
| – | – | 0.16% | 85 |
|
2021
Q2 | $255K | Hold |
800
| – | – | 0.15% | 87 |
|
2021
Q1 | $263K | Buy |
+800
| New | +$263K | 0.17% | 84 |
|