Forvis Mazars Wealth Advisors’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 | $3.66M | Sell |
4,853
-10
| -0.2% | -$7.53K | 0.08% | 106 |
|
|
2025
Q1 | $3.05M | Buy |
4,863
+646
| +15% | +$405K | 0.07% | 118 |
|
|
2024
Q4 | $2.97M | Sell |
4,217
-302
| -7% | -$213K | 0.07% | 132 |
|
|
2024
Q3 | $3.66M | Sell |
4,519
-185
| -4% | -$150K | 0.08% | 118 |
|
|
2024
Q2 | $3.04M | Buy |
4,704
+113
| +2% | +$73.1K | 0.08% | 125 |
|
|
2024
Q1 | $3.31M | Sell |
4,591
-155
| -3% | -$112K | 0.08% | 119 |
|
|
2023
Q4 | $2.72M | Sell |
4,746
-157
| -3% | -$90K | 0.08% | 128 |
|
|
2023
Q3 | $2.18M | Sell |
4,903
-2,821
| -37% | -$1.25M | 0.07% | 145 |
|
|
2023
Q2 | $3.44M | Buy |
7,724
+3,945
| +104% | +$1.76M | 0.1% | 124 |
|
|
2023
Q1 | $1.5M | Buy |
3,779
+933
| +33% | +$369K | 0.05% | 171 |
|
|
2022
Q4 | $1.01M | Buy |
+2,846
| New | +$1.01M | 0.04% | 200 |
|