Foundations Investment Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Buy |
837
+20
| +2% | +$15.1K | 0.01% | 534 |
|
|
2025
Q1 | $512K | Buy |
817
+101
| +14% | +$63.3K | 0.01% | 575 |
|
|
2024
Q4 | $505K | Sell |
716
-162
| -18% | -$114K | 0.01% | 538 |
|
|
2024
Q3 | $711K | Sell |
878
-35
| -4% | -$28.3K | 0.01% | 431 |
|
|
2024
Q2 | $591K | Buy |
913
+23
| +3% | +$14.9K | 0.01% | 462 |
|
|
2024
Q1 | $642K | Sell |
890
-11
| -1% | -$7.94K | 0.02% | 416 |
|
|
2023
Q4 | $582K | Buy |
901
+29
| +3% | +$18.7K | 0.02% | 403 |
|
|
2023
Q3 | $388K | Buy |
872
+20
| +2% | +$8.89K | 0.01% | 451 |
|
|
2023
Q2 | $380K | Buy |
852
+45
| +6% | +$20K | 0.01% | 419 |
|
|
2023
Q1 | $319K | Sell |
807
-34
| -4% | -$13.5K | 0.01% | 383 |
|
|
2022
Q4 | $299K | Sell |
841
-137
| -14% | -$48.7K | 0.01% | 345 |
|
|
2022
Q3 | $264K | Sell |
978
-7
| -0.7% | -$1.89K | 0.01% | 340 |
|
|
2022
Q2 | $238K | Buy |
+985
| New | +$238K | 0.01% | 338 |
|