HWA
HHM Wealth Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.9K | Hold |
57
| – | – | 0.01% | 396 |
|
|
2025
Q1 | $35.7K | Sell |
57
-2
| -3% | -$1.25K | ﹤0.01% | 409 |
|
|
2024
Q4 | $41.6K | Buy |
59
+2
| +4% | +$1.41K | 0.01% | 391 |
|
|
2024
Q3 | $46.2K | Hold |
57
| – | – | 0.01% | 355 |
|
|
2024
Q2 | $36.9K | Buy |
57
+42
| +280% | +$27.2K | 0.01% | 376 |
|
|
2024
Q1 | $10.8K | Hold |
15
| – | – | ﹤0.01% | 504 |
|
|
2023
Q4 | $8.6K | Buy |
+15
| New | +$8.6K | ﹤0.01% | 537 |
|
|
2022
Q3 | – | Sell |
-25
| Closed | -$6K | – | 813 |
|
|
2022
Q2 | $6K | Sell |
25
-180
| -88% | -$43.2K | ﹤0.01% | 626 |
|
|
2022
Q1 | $73K | Buy |
+205
| New | +$73K | 0.02% | 252 |
|