Financial Partners Group (Kansas)’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 | $364K | Hold |
483
| – | – | 0.05% | 143 |
|
|
2025
Q1 | $303K | Sell |
483
-4
| -0.8% | -$2.51K | 0.05% | 145 |
|
|
2024
Q4 | $343K | Sell |
487
-129
| -21% | -$90.9K | 0.05% | 131 |
|
|
2024
Q3 | $499K | Sell |
616
-25
| -4% | -$20.3K | 0.07% | 110 |
|
|
2024
Q2 | $415K | Hold |
641
| – | – | 0.07% | 118 |
|
|
2024
Q1 | $462K | Sell |
641
-30
| -4% | -$21.6K | 0.07% | 112 |
|
|
2023
Q4 | $385K | Hold |
671
| – | – | 0.07% | 108 |
|
|
2023
Q3 | $293K | Buy |
+671
| New | +$293K | 0.06% | 125 |
|
|
2023
Q2 | – | Sell |
-556
| Closed | -$220K | – | 173 |
|
|
2023
Q1 | $220K | Sell |
556
-7
| -1% | -$2.77K | 0.05% | 152 |
|
|
2022
Q4 | $259K | Buy |
+563
| New | +$259K | 0.06% | 137 |
|
|
2022
Q2 | – | Sell |
-782
| Closed | -$278K | – | 166 |
|
|
2022
Q1 | $278K | Sell |
782
-31
| -4% | -$11K | 0.06% | 137 |
|
|
2021
Q4 | $260K | Sell |
813
-202
| -20% | -$64.6K | 0.06% | 144 |
|
|
2021
Q3 | $356K | Buy |
1,015
+50
| +5% | +$17.5K | 0.08% | 115 |
|
|
2021
Q2 | $308K | Hold |
965
| – | – | 0.08% | 119 |
|
|
2021
Q1 | $318K | Sell |
965
-479
| -33% | -$158K | 0.09% | 108 |
|
|
2020
Q4 | $374K | Hold |
1,444
| – | – | 0.11% | 84 |
|
|
2020
Q3 | $252K | Hold |
1,444
| – | – | 0.09% | 101 |
|
|
2020
Q2 | $215K | Buy |
+1,444
| New | +$215K | 0.08% | 92 |
|