Institute for Wealth Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.33M | Buy |
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|
2025
Q1 | $5.26M | Buy |
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|
2024
Q4 | $5.42M | Sell |
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|
2024
Q3 | $6.4M | Sell |
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|
2024
Q2 | $5.15M | Sell |
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|
2024
Q1 | $5.83M | Buy |
|
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|
2023
Q4 | $4.58M | Sell |
|
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|
2023
Q3 | $3.58M | Sell |
|
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|
2023
Q2 | $3.63M | Buy |
|
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|
2023
Q1 | $3.2M | Sell |
|
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|
2022
Q4 | $2.94M | Sell |
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|
2022
Q3 | $2.24M | Buy |
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|
2022
Q2 | $1.99M | Buy |
|
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|
2022
Q1 | $2.84M | Sell |
|
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|
2021
Q4 | $2.66M | Sell |
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|
2021
Q3 | $2.81M | Sell |
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|
2021
Q2 | $2.56M | Sell |
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|
2021
Q1 | $2.68M | Sell |
|
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|
2020
Q4 | $1.93M | Sell |
|
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|
2020
Q3 | $1.53M | Sell |
|
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|
2020
Q2 | $1.32M | Hold |
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|
2020
Q1 | $912K | Sell |
|
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|
2019
Q4 | $1.91M | Buy |
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|
2019
Q3 | $1.42M | Buy |
|
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|
2019
Q2 | $1.51M | Buy |
|
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|
2019
Q1 | $1.24M | Buy |
|
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|
2018
Q4 | – | Sell |
|
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|
2018
Q3 | $1.98M | Buy |
|
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|
2018
Q2 | $1.74M | Buy |
|
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|
2018
Q1 | $1.75M | Buy |
|
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|
2017
Q4 | $1.93M | Sell |
|
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|
2017
Q3 | $1.58M | Buy |
|
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|
2017
Q2 | $1.28M | Buy |
|