IFP 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
Q1 | $7.7M | Buy |
10,573
+7,945
| +302% | +$6.67M | 0.16% | 139 |
|
|
2025
Q4 | $2.13M | Buy |
2,628
+1,903
| +262% | +$1.65M | 0.05% | 402 |
|
|
2025
Q3 | $692K | Sell |
725
-240
| -25% | -$214K | 0.02% | 744 |
|
|
2025
Q2 | $752K | Sell |
965
-2,058
| -68% | -$1.38M | 0.02% | 675 |
|
|
2025
Q1 | $1.9M | Sell |
3,023
-419
| -12% | -$288K | 0.06% | 364 |
|
|
2024
Q4 | $2.43M | Buy |
3,442
+288
| +9% | +$234K | 0.08% | 286 |
|
|
2024
Q3 | $2.55M | Buy |
3,154
+1,218
| +63% | +$876K | 0.09% | 246 |
|
|
2024
Q2 | $1.25M | Sell |
1,936
-2,726
| -58% | -$1.81M | 0.05% | 384 |
|
|
2024
Q1 | $3.4M | Sell |
4,662
-242
| -5% | -$155K | 0.15% | 150 |
|
|
2023
Q4 | $2.81M | Sell |
4,904
-772
| -14% | -$364K | 0.13% | 163 |
|
|
2023
Q3 | $2.52M | Buy |
5,676
+708
| +14% | +$324K | 0.11% | 185 |
|
|
2023
Q2 | $2.21M | Buy |
4,968
+187
| +4% | +$69.3K | 0.09% | 237 |
|
|
2023
Q1 | $781K | Buy |
4,781
+3,397
| +245% | +$1.43M | 0.03% | 454 |
|
|
2022
Q4 | $248K | Sell |
1,384
-1,450
| -51% | -$476K | 0.01% | 1245 |
|
|
2022
Q3 | $480K | Sell |
2,834
-191
| -6% | -$55.6K | 0.01% | 951 |
|
|
2022
Q2 | $510K | Hold |
3,025
| – | – | 0.02% | 844 |
|
|
2022
Q1 | $510K | Buy |
3,025
+1,834
| +154% | +$599K | 0.02% | 844 |
|
|
2021
Q4 | $396K | Buy |
1,191
+165
| +16% | +$58.8K | 0.01% | 677 |
|
|
2021
Q3 | $360K | Sell |
1,026
-60
| -6% | -$20.1K | 0.01% | 709 |
|
|
2021
Q2 | $347K | Sell |
1,086
-127
| -10% | -$41K | 0.01% | 671 |
|
|
2021
Q1 | $400K | Sell |
1,213
-130
| -10% | -$36.8K | 0.01% | 592 |
|
|
2020
Q4 | $311K | Buy |
1,343
+479
| +55% | +$101K | 0.01% | 651 |
|
|
2020
Q3 | $151K | Buy |
864
+471
| +120% | +$79.2K | 0.01% | 815 |
|
|
2020
Q2 | $58K | Sell |
393
-1,983
| -83% | -$252K | ﹤0.01% | 1155 |
|
|
2020
Q1 | $235K | Buy |
2,376
+16
| +0.7% | +$2.12K | 0.02% | 524 |
|
|
2019
Q4 | $398K | Sell |
2,360
-5,004
| -68% | -$727K | 0.03% | 473 |
|
|
2019
Q3 | $910K | Buy |
+7,364
| New | +$893K | 0.06% | 326 |
|
|
2019
Q1 | $5K | Sell |
52
-7,164
| -99% | -$885K | ﹤0.01% | 1882 |
|
|
2018
Q4 | $732K | Sell |
7,216
-17
| -0.2% | -$2.05K | 0.04% | 431 |
|
|
2018
Q3 | $1.18M | Buy |
7,233
+2,266
| +46% | +$353K | 0.05% | 385 |
|
|
2018
Q2 | $733K | Buy |
4,967
+3,285
| +195% | +$537K | 0.03% | 521 |
|
|
2018
Q1 | $289K | Hold |
1,682
| – | – | 0.01% | 838 |
|
|
2017
Q4 | $289K | Sell |
1,682
-50
| -3% | -$7.61K | 0.01% | 839 |
|
|
2017
Q3 | $240K | Buy |
1,732
+70
| +4% | +$8.36K | 0.01% | 1034 |
|
|
2017
Q2 | $187K | Buy |
1,662
+478
| +40% | +$53.4K | 0.01% | 1161 |
|
|
2017
Q1 | $148K | Sell |
1,184
-57
| -5% | -$6.93K | 0.01% | 1274 |
|
|
2016
Q4 | $131K | Buy |
1,241
+221
| +22% | +$20.1K | 0.01% | 1285 |
|
|
2016
Q3 | $80K | Buy |
1,020
+577
| +130% | +$44.2K | ﹤0.01% | 1515 |
|
|
2016
Q2 | $30K | Buy |
443
+391
| +752% | +$25.5K | ﹤0.01% | 2085 |
|
|
2016
Q1 | $5K | Sell |
52
-381
| -88% | -$21.2K | ﹤0.01% | 1880 |
|
|
2015
Q4 | $31K | Buy |
+433
| New | +$31.3K | ﹤0.01% | 1897 |
|
Other funds holding URI
VCM
VPM
