Foundations Investment Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Buy |
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|
2025
Q1 | $512K | Buy |
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|
2024
Q4 | $505K | Sell |
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|
2024
Q3 | $711K | Sell |
|
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|
2024
Q2 | $591K | Buy |
|
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|
2024
Q1 | $642K | Sell |
|
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|
2023
Q4 | $582K | Buy |
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|
2023
Q3 | $388K | Buy |
|
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|
2023
Q2 | $380K | Buy |
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|
2023
Q1 | $319K | Sell |
|
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|
2022
Q4 | $299K | Sell |
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|
2022
Q3 | $264K | Sell |
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|
2022
Q2 | $238K | Buy |
|