HCR Wealth Advisors’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 | $512K | Buy |
679
+104
| +18% | +$78.4K | 0.06% | 136 |
|
|
2025
Q1 | $360K | Sell |
575
-1
| -0.2% | -$627 | 0.05% | 164 |
|
|
2024
Q4 | $406K | Buy |
576
+284
| +97% | +$200K | 0.05% | 156 |
|
|
2024
Q3 | $236K | Sell |
292
-300
| -51% | -$243K | 0.03% | 209 |
|
|
2024
Q2 | $383K | Buy |
592
+275
| +87% | +$178K | 0.05% | 153 |
|
|
2024
Q1 | $229K | Buy |
+317
| New | +$229K | 0.03% | 201 |
|
|
2020
Q1 | – | Sell |
-5,703
| Closed | -$951K | – | 259 |
|
|
2019
Q4 | $951K | Sell |
5,703
-154
| -3% | -$25.7K | 0.23% | 75 |
|
|
2019
Q3 | $731K | Buy |
5,857
+1,193
| +26% | +$149K | 0.24% | 75 |
|
|
2019
Q2 | $619K | Sell |
4,664
-572
| -11% | -$75.9K | 0.18% | 87 |
|
|
2019
Q1 | $591K | Buy |
5,236
+221
| +4% | +$24.9K | 0.17% | 96 |
|
|
2018
Q4 | $514K | Buy |
5,015
+81
| +2% | +$8.3K | 0.17% | 98 |
|
|
2018
Q3 | $570K | Buy |
4,934
+1,157
| +31% | +$134K | 0.19% | 94 |
|
|
2018
Q2 | $558K | Buy |
3,777
+97
| +3% | +$14.3K | 0.18% | 101 |
|
|
2018
Q1 | $636K | Buy |
3,680
+96
| +3% | +$16.6K | 0.22% | 94 |
|
|
2017
Q4 | $616K | Buy |
3,584
+323
| +10% | +$55.5K | 0.22% | 93 |
|
|
2017
Q3 | $452K | Buy |
3,261
+395
| +14% | +$54.8K | 0.19% | 103 |
|
|
2017
Q2 | $323K | Buy |
2,866
+606
| +27% | +$68.3K | 0.16% | 102 |
|
|
2017
Q1 | $283K | Buy |
2,260
+54
| +2% | +$6.76K | 0.15% | 119 |
|
|
2016
Q4 | $233K | Buy |
+2,206
| New | +$233K | 0.12% | 125 |
|