Independent Advisor Alliance’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 | $6.15M | Sell |
8,161
-184
| -2% | -$139K | 0.18% | 95 |
|
|
2025
Q1 | $5.23M | Buy |
8,345
+96
| +1% | +$60.2K | 0.17% | 103 |
|
|
2024
Q4 | $5.81M | Sell |
8,249
-355
| -4% | -$250K | 0.08% | 241 |
|
|
2024
Q3 | $6.97M | Buy |
8,604
+454
| +6% | +$368K | 0.25% | 77 |
|
|
2024
Q2 | $5.27M | Buy |
8,150
+269
| +3% | +$174K | 0.18% | 99 |
|
|
2024
Q1 | $5.68M | Sell |
7,881
-1,062
| -12% | -$766K | 0.21% | 90 |
|
|
2023
Q4 | $4.97M | Buy |
8,943
+1,213
| +16% | +$673K | 0.18% | 100 |
|
|
2023
Q3 | $3.44M | Buy |
7,730
+731
| +10% | +$325K | 0.16% | 128 |
|
|
2023
Q2 | $3.12M | Buy |
6,999
+749
| +12% | +$334K | 0.14% | 141 |
|
|
2023
Q1 | $2.47M | Buy |
+6,250
| New | +$2.47M | 0.12% | 155 |
|
|
2022
Q4 | – | Sell |
-6,175
| Closed | -$1.67M | – | 627 |
|
|
2022
Q3 | $1.67M | Buy |
6,175
+656
| +12% | +$177K | 0.1% | 197 |
|
|
2022
Q2 | $1.34M | Sell |
5,519
-2,474
| -31% | -$601K | 0.07% | 214 |
|
|
2022
Q1 | $2.84M | Sell |
7,993
-39
| -0.5% | -$13.9K | 0.14% | 135 |
|
|
2021
Q4 | $2.67M | Buy |
8,032
+98
| +1% | +$32.6K | 0.13% | 129 |
|
|
2021
Q3 | $2.78M | Sell |
7,934
-273
| -3% | -$95.8K | 0.15% | 125 |
|
|
2021
Q2 | $2.62M | Buy |
8,207
+900
| +12% | +$287K | 0.14% | 143 |
|
|
2021
Q1 | $2.41M | Buy |
7,307
+392
| +6% | +$129K | 0.14% | 136 |
|
|
2020
Q4 | $1.6M | Buy |
6,915
+1,324
| +24% | +$307K | 0.11% | 151 |
|
|
2020
Q3 | $976K | Sell |
5,591
-94
| -2% | -$16.4K | 0.07% | 189 |
|
|
2020
Q2 | $847K | Sell |
5,685
-4,140
| -42% | -$617K | 0.09% | 182 |
|
|
2020
Q1 | $1.01M | Sell |
9,825
-1,349
| -12% | -$139K | 0.15% | 120 |
|
|
2019
Q4 | $1.86M | Sell |
11,174
-194
| -2% | -$32.3K | 0.08% | 250 |
|
|
2019
Q3 | $1.42M | Buy |
11,368
+2,416
| +27% | +$301K | 0.17% | 119 |
|
|
2019
Q2 | $1.19M | Buy |
8,952
+465
| +5% | +$61.7K | 0.17% | 121 |
|
|
2019
Q1 | $970K | Sell |
8,487
-1,776
| -17% | -$203K | 0.14% | 147 |
|
|
2018
Q4 | $1.05M | Buy |
10,263
+3,237
| +46% | +$332K | 0.19% | 115 |
|
|
2018
Q3 | $1.13M | Buy |
7,026
+191
| +3% | +$30.8K | 0.2% | 110 |
|
|
2018
Q2 | $1.01M | Sell |
6,835
-65
| -0.9% | -$9.56K | 0.21% | 113 |
|
|
2018
Q1 | $1.15M | Buy |
6,900
+1,884
| +38% | +$314K | 0.26% | 93 |
|
|
2017
Q4 | $865K | Sell |
5,016
-525
| -9% | -$90.5K | 0.19% | 130 |
|
|
2017
Q3 | $790K | Sell |
5,541
-296
| -5% | -$42.2K | 0.22% | 114 |
|
|
2017
Q2 | $663K | Buy |
5,837
+2,304
| +65% | +$262K | 0.21% | 114 |
|
|
2017
Q1 | $428K | Buy |
+3,533
| New | +$428K | 0.07% | 245 |
|