GeoWealth 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 | $211K | Sell |
280
-92
| -25% | -$69.3K | 0.01% | 643 |
|
|
2025
Q1 | $233K | Buy |
372
+4
| +1% | +$2.51K | 0.01% | 614 |
|
|
2024
Q4 | $259K | Sell |
368
-58
| -14% | -$40.9K | 0.01% | 668 |
|
|
2024
Q3 | $345K | Sell |
426
-27
| -6% | -$21.9K | 0.01% | 565 |
|
|
2024
Q2 | $293K | Sell |
453
-112
| -20% | -$72.4K | 0.01% | 588 |
|
|
2024
Q1 | $407K | Buy |
565
+249
| +79% | +$180K | 0.02% | 491 |
|
|
2023
Q4 | $181K | Buy |
316
+151
| +92% | +$86.5K | 0.02% | 518 |
|
|
2023
Q3 | $74K | Sell |
165
-304
| -65% | -$136K | 0.01% | 363 |
|
|
2023
Q2 | $209K | Buy |
469
+333
| +245% | +$148K | 0.02% | 242 |
|
|
2023
Q1 | $54K | Buy |
+136
| New | +$54K | 0.01% | 285 |
|