Focus Partners Wealth’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
$33M Sell
43,757
-377
-0.9% -$284K 0.07% 256
2025
Q1
$27.7M Sell
44,134
-175
-0.4% -$110K 0.07% 266
2024
Q4
$31.2M Buy
44,309
+1,228
+3% +$865K 0.08% 236
2024
Q3
$34.6M Sell
43,081
-43,253
-50% -$34.7M 0.11% 186
2024
Q2
$55.8M Buy
86,334
+39,565
+85% +$25.6M 0.19% 124
2024
Q1
$33.7M Sell
46,769
-2,482
-5% -$1.79M 0.27% 93
2023
Q4
$28.2M Buy
+49,251
New +$28.2M 0.37% 72