Icon 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 | $960K | Buy |
+1,274
| New | +$960K | 0.07% | 175 |
|
|
2024
Q4 | – | Sell |
-127
| Closed | -$103K | – | 524 |
|
|
2024
Q3 | $103K | Buy |
+127
| New | +$103K | 0.01% | 476 |
|
|
2024
Q2 | – | Sell |
-142
| Closed | -$102K | – | 496 |
|
|
2024
Q1 | $102K | Sell |
142
-59
| -29% | -$42.5K | 0.01% | 460 |
|
|
2023
Q4 | $115K | Buy |
+201
| New | +$115K | 0.01% | 409 |
|