Forum Financial 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
Q2
$610K Buy
810
+39
+5% +$29.4K 0.01% 344
2025
Q1
$483K Buy
771
+22
+3% +$13.8K 0.01% 388
2024
Q4
$528K Buy
749
+14
+2% +$9.86K 0.01% 363
2024
Q3
$595K Buy
735
+2
+0.3% +$1.62K 0.01% 279
2024
Q2
$474K Buy
733
+8
+1% +$5.17K 0.01% 321
2024
Q1
$523K Hold
725
0.01% 310
2023
Q4
$416K Hold
725
0.01% 349
2023
Q3
$322K Hold
725
0.01% 402
2023
Q2
$323K Buy
725
+4
+0.6% +$1.78K 0.01% 410
2023
Q1
$285K Hold
721
0.01% 419
2022
Q4
$256K Buy
+721
New +$256K 0.01% 443
2022
Q2
Sell
-636
Closed -$225K 659
2022
Q1
$225K Hold
636
0.01% 518
2021
Q4
$211K Buy
+636
New +$211K 0.01% 594