IFWM
Institute for Wealth Management’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33M | Buy |
8,396
+5
| +0.1% | +$3.77K | 0.71% | 19 |
|
|
2025
Q1 | $5.26M | Buy |
8,391
+703
| +9% | +$441K | 0.67% | 27 |
|
|
2024
Q4 | $5.42M | Sell |
7,688
-220
| -3% | -$155K | 0.68% | 23 |
|
|
2024
Q3 | $6.4M | Sell |
7,908
-60
| -0.8% | -$48.6K | 0.81% | 14 |
|
|
2024
Q2 | $5.15M | Sell |
7,968
-116
| -1% | -$75K | 0.69% | 21 |
|
|
2024
Q1 | $5.83M | Buy |
8,084
+104
| +1% | +$75K | 0.75% | 15 |
|
|
2023
Q4 | $4.58M | Sell |
7,980
-69
| -0.9% | -$39.6K | 0.74% | 19 |
|
|
2023
Q3 | $3.58M | Sell |
8,049
-95
| -1% | -$42.2K | 0.65% | 27 |
|
|
2023
Q2 | $3.63M | Buy |
8,144
+48
| +0.6% | +$21.4K | 0.61% | 28 |
|
|
2023
Q1 | $3.2M | Sell |
8,096
-188
| -2% | -$74.4K | 0.61% | 33 |
|
|
2022
Q4 | $2.94M | Sell |
8,284
-13
| -0.2% | -$4.62K | 0.62% | 31 |
|
|
2022
Q3 | $2.24M | Buy |
8,297
+97
| +1% | +$26.2K | 0.5% | 43 |
|
|
2022
Q2 | $1.99M | Buy |
8,200
+211
| +3% | +$51.3K | 0.39% | 54 |
|
|
2022
Q1 | $2.84M | Sell |
7,989
-27
| -0.3% | -$9.59K | 0.46% | 46 |
|
|
2021
Q4 | $2.66M | Sell |
8,016
-2
| -0% | -$664 | 0.43% | 52 |
|
|
2021
Q3 | $2.81M | Sell |
8,018
-10
| -0.1% | -$3.51K | 0.49% | 43 |
|
|
2021
Q2 | $2.56M | Sell |
8,028
-98
| -1% | -$31.3K | 0.45% | 52 |
|
|
2021
Q1 | $2.68M | Sell |
8,126
-208
| -2% | -$68.5K | 0.51% | 44 |
|
|
2020
Q4 | $1.93M | Sell |
8,334
-433
| -5% | -$100K | 0.38% | 62 |
|
|
2020
Q3 | $1.53M | Sell |
8,767
-96
| -1% | -$16.8K | 0.35% | 72 |
|
|
2020
Q2 | $1.32M | Hold |
8,863
| – | – | 0.32% | 84 |
|
|
2020
Q1 | $912K | Sell |
8,863
-2,559
| -22% | -$263K | 0.28% | 92 |
|
|
2019
Q4 | $1.91M | Buy |
11,422
+10
| +0.1% | +$1.67K | 0.43% | 46 |
|
|
2019
Q3 | $1.42M | Buy |
11,412
+57
| +0.5% | +$7.1K | 0.36% | 68 |
|
|
2019
Q2 | $1.51M | Buy |
11,355
+498
| +5% | +$66K | 0.33% | 71 |
|
|
2019
Q1 | $1.24M | Buy |
+10,857
| New | +$1.24M | 0.27% | 100 |
|
|
2018
Q4 | – | Sell |
-11,787
| Closed | -$1.98M | – | 338 |
|
|
2018
Q3 | $1.98M | Buy |
11,787
+6
| +0.1% | +$1.01K | 0.67% | 40 |
|
|
2018
Q2 | $1.74M | Buy |
11,781
+157
| +1% | +$23.2K | 0.55% | 54 |
|
|
2018
Q1 | $1.75M | Buy |
11,624
+358
| +3% | +$53.9K | 0.52% | 56 |
|
|
2017
Q4 | $1.93M | Sell |
11,266
-167
| -1% | -$28.7K | 0.45% | 59 |
|
|
2017
Q3 | $1.59M | Buy |
11,433
+45
| +0.4% | +$6.24K | 0.52% | 58 |
|
|
2017
Q2 | $1.28M | Buy |
+11,388
| New | +$1.28M | 0.35% | 74 |
|