HCR Wealth Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.4M | Buy |
3,882
+81
| +2% | +$77.1K | 0.39% | 44 |
|
|
2026
Q1 | $2.77M | Sell |
3,801
-292
| -7% | -$245K | 0.29% | 58 |
|
|
2025
Q4 | $3.31M | Buy |
4,093
+3,123
| +322% | +$2.71M | 0.33% | 49 |
|
|
2025
Q3 | $949K | Buy |
970
+291
| +43% | +$259K | 0.1% | 113 |
|
|
2025
Q2 | $512K | Buy |
679
+104
| +18% | +$69.6K | 0.06% | 136 |
|
|
2025
Q1 | $360K | Sell |
575
-1
| -0.2% | -$687 | 0.05% | 164 |
|
|
2024
Q4 | $406K | Buy |
576
+284
| +97% | +$231K | 0.05% | 156 |
|
|
2024
Q3 | $236K | Sell |
292
-300
| -51% | -$216K | 0.03% | 209 |
|
|
2024
Q2 | $383K | Buy |
592
+275
| +87% | +$183K | 0.05% | 153 |
|
|
2024
Q1 | $229K | Buy |
+317
| New | +$203K | 0.03% | 201 |
|
|
2020
Q1 | – | Sell |
-5,703
| Closed | -$951K | – | 259 |
|
|
2019
Q4 | $951K | Sell |
5,703
-154
| -3% | -$22.4K | 0.23% | 75 |
|
|
2019
Q3 | $731K | Buy |
5,857
+1,193
| +26% | +$145K | 0.24% | 75 |
|
|
2019
Q2 | $619K | Sell |
4,664
-572
| -11% | -$72.6K | 0.18% | 87 |
|
|
2019
Q1 | $591K | Buy |
5,236
+221
| +4% | +$27.3K | 0.17% | 96 |
|
|
2018
Q4 | $514K | Buy |
5,015
+81
| +2% | +$9.76K | 0.17% | 98 |
|
|
2018
Q3 | $570K | Buy |
4,934
+1,157
| +31% | +$180K | 0.19% | 94 |
|
|
2018
Q2 | $558K | Buy |
3,777
+97
| +3% | +$15.8K | 0.18% | 101 |
|
|
2018
Q1 | $636K | Buy |
3,680
+96
| +3% | +$17K | 0.22% | 94 |
|
|
2017
Q4 | $616K | Buy |
3,584
+323
| +10% | +$49.2K | 0.22% | 93 |
|
|
2017
Q3 | $452K | Buy |
3,261
+395
| +14% | +$47.2K | 0.19% | 103 |
|
|
2017
Q2 | $323K | Buy |
2,866
+606
| +27% | +$67.7K | 0.16% | 102 |
|
|
2017
Q1 | $283K | Buy |
2,260
+54
| +2% | +$6.57K | 0.15% | 119 |
|
|
2016
Q4 | $233K | Buy |
+2,206
| New | +$201K | 0.12% | 125 |
|
Other funds holding URI
ACM
AP
CCMIC
AAMU
GI
MIM
BWP
YIA