HB 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 | $3.63M | Sell |
4,818
-1,607
| -25% | -$1.21M | 0.03% | 262 |
|
|
2025
Q1 | $4.03M | Buy |
6,425
+3,548
| +123% | +$2.22M | 0.03% | 257 |
|
|
2024
Q4 | $2.03M | Sell |
2,877
-64
| -2% | -$45.1K | 0.02% | 280 |
|
|
2024
Q3 | $2.38M | Buy |
2,941
+228
| +8% | +$185K | 0.03% | 250 |
|
|
2024
Q2 | $1.75M | Buy |
2,713
+217
| +9% | +$140K | 0.02% | 283 |
|
|
2024
Q1 | $1.8M | Buy |
2,496
+9
| +0.4% | +$6.49K | 0.02% | 267 |
|
|
2023
Q4 | $1.43M | Buy |
2,487
+32
| +1% | +$18.3K | 0.02% | 272 |
|
|
2023
Q3 | $1.09M | Buy |
2,455
+138
| +6% | +$61.4K | 0.02% | 288 |
|
|
2023
Q2 | $1.03M | Buy |
2,317
+59
| +3% | +$26.3K | 0.02% | 289 |
|
|
2023
Q1 | $894K | Sell |
2,258
-462
| -17% | -$183K | 0.02% | 302 |
|
|
2022
Q4 | $967K | Buy |
2,720
+764
| +39% | +$272K | 0.02% | 288 |
|
|
2022
Q3 | $528K | Buy |
+1,956
| New | +$528K | 0.01% | 330 |
|