Guardian Wealth Advisors (North Carolina)’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 | $401K | Sell |
533
-12
| -2% | -$9.03K | 0.03% | 223 |
|
|
2025
Q1 | $341K | Buy |
545
+6
| +1% | +$3.76K | 0.03% | 232 |
|
|
2024
Q4 | $379K | Buy |
539
+5
| +0.9% | +$3.52K | 0.03% | 221 |
|
|
2024
Q3 | $432K | Sell |
534
-6
| -1% | -$4.85K | 0.05% | 178 |
|
|
2024
Q2 | $349K | Sell |
540
-1
| -0.2% | -$646 | 0.04% | 188 |
|
|
2024
Q1 | $390K | Buy |
541
+14
| +3% | +$10.1K | 0.05% | 186 |
|
|
2023
Q4 | $302K | Buy |
527
+14
| +3% | +$8.02K | 0.05% | 192 |
|
|
2023
Q3 | $228K | Buy |
513
+11
| +2% | +$4.89K | 0.04% | 217 |
|
|
2023
Q2 | $224K | Buy |
+502
| New | +$224K | 0.04% | 209 |
|
|
2023
Q1 | – | Sell |
-605
| Closed | -$215K | – | 421 |
|
|
2022
Q4 | $215K | Buy |
+605
| New | +$215K | 0.04% | 188 |
|