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 |
|