Geneos Wealth 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 | $6.44M | Sell |
8,544
-8,434
| -50% | -$6.35M | 0.16% | 160 |
|
|
2025
Q1 | $10.6M | Buy |
16,978
+11,771
| +226% | +$7.38M | 0.15% | 163 |
|
|
2024
Q4 | $3.67M | Buy |
5,207
+724
| +16% | +$510K | 0.13% | 185 |
|
|
2024
Q3 | $3.63M | Buy |
4,483
+330
| +8% | +$267K | 0.14% | 179 |
|
|
2024
Q2 | $2.69M | Buy |
4,153
+1,032
| +33% | +$667K | 0.12% | 195 |
|
|
2024
Q1 | $2.25M | Buy |
3,121
+1,321
| +73% | +$953K | 0.1% | 230 |
|
|
2023
Q4 | $1.03M | Buy |
1,800
+1,244
| +224% | +$713K | 0.05% | 319 |
|
|
2023
Q3 | $247K | Buy |
556
+314
| +130% | +$140K | 0.01% | 628 |
|
|
2023
Q2 | $108K | Buy |
242
+139
| +135% | +$61.9K | 0.01% | 853 |
|
|
2023
Q1 | $40.8K | Hold |
103
| – | – | ﹤0.01% | 1133 |
|
|
2022
Q4 | $36.6K | Sell |
103
-307
| -75% | -$109K | ﹤0.01% | 1158 |
|
|
2022
Q3 | $110K | Buy |
410
+56
| +16% | +$15K | 0.01% | 776 |
|
|
2022
Q2 | $86K | Buy |
354
+240
| +211% | +$58.3K | ﹤0.01% | 1063 |
|
|
2022
Q1 | $40K | Sell |
114
-389
| -77% | -$136K | ﹤0.01% | 1481 |
|
|
2021
Q4 | $167K | Sell |
503
-57
| -10% | -$18.9K | 0.01% | 948 |
|
|
2021
Q3 | $200K | Sell |
560
-18
| -3% | -$6.43K | 0.01% | 855 |
|
|
2021
Q2 | $184K | Buy |
578
+13
| +2% | +$4.14K | 0.01% | 887 |
|
|
2021
Q1 | $180K | Buy |
565
+5
| +0.9% | +$1.59K | 0.01% | 1015 |
|
|
2020
Q4 | $184K | Sell |
560
-93
| -14% | -$30.6K | 0.01% | 853 |
|
|
2020
Q3 | $109K | Hold |
653
| – | – | 0.01% | 913 |
|
|
2020
Q2 | $91K | Sell |
653
-150
| -19% | -$20.9K | 0.01% | 966 |
|
|
2020
Q1 | $72K | Sell |
803
-287
| -26% | -$25.7K | ﹤0.01% | 966 |
|
|
2019
Q4 | $183K | Buy |
1,090
+390
| +56% | +$65.5K | 0.01% | 722 |
|
|
2019
Q3 | $87K | Hold |
700
| – | – | 0.01% | 945 |
|
|
2019
Q2 | $92K | Buy |
700
+35
| +5% | +$4.6K | 0.01% | 937 |
|
|
2019
Q1 | $75K | Sell |
665
-300
| -31% | -$33.8K | ﹤0.01% | 974 |
|
|
2018
Q4 | $97K | Buy |
965
+20
| +2% | +$2.01K | 0.01% | 843 |
|
|
2018
Q3 | $154K | Sell |
945
-5
| -0.5% | -$815 | 0.01% | 737 |
|
|
2018
Q2 | $140K | Buy |
950
+300
| +46% | +$44.2K | 0.01% | 674 |
|
|
2018
Q1 | $112K | Buy |
650
+180
| +38% | +$31K | 0.01% | 717 |
|
|
2017
Q4 | $80K | Hold |
470
| – | – | 0.01% | 821 |
|
|
2017
Q3 | $65K | Sell |
470
-13
| -3% | -$1.8K | 0.01% | 847 |
|
|
2017
Q2 | $54K | Sell |
483
-364
| -43% | -$40.7K | 0.01% | 893 |
|
|
2017
Q1 | $105K | Buy |
847
+299
| +55% | +$37.1K | 0.01% | 648 |
|
|
2016
Q4 | $57K | Sell |
548
-244
| -31% | -$25.4K | 0.01% | 794 |
|
|
2016
Q3 | $62K | Buy |
792
+114
| +17% | +$8.92K | 0.01% | 741 |
|
|
2016
Q2 | $45K | Sell |
678
-3,518
| -84% | -$233K | 0.01% | 850 |
|
|
2016
Q1 | $255K | Buy |
+4,196
| New | +$255K | 0.04% | 378 |
|