IAN
Integrated Advisors Network’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
15,320
+163
| +1% | +$123K | 0.52% | 39 |
|
|
2025
Q1 | $9.5M | Sell |
15,157
-72
| -0.5% | -$45.1K | 0.48% | 48 |
|
|
2024
Q4 | $10.7M | Sell |
15,229
-1,424
| -9% | -$1M | 0.51% | 36 |
|
|
2024
Q3 | $13.5M | Sell |
16,653
-100
| -0.6% | -$81K | 0.64% | 28 |
|
|
2024
Q2 | $10.8M | Sell |
16,753
-1,104
| -6% | -$714K | 0.55% | 30 |
|
|
2024
Q1 | $12.9M | Sell |
17,857
-1,676
| -9% | -$1.21M | 0.65% | 23 |
|
|
2023
Q4 | $11.2M | Buy |
19,533
+4,302
| +28% | +$2.47M | 0.63% | 26 |
|
|
2023
Q3 | $6.77M | Buy |
15,231
+166
| +1% | +$73.8K | 0.41% | 57 |
|
|
2023
Q2 | $6.71M | Sell |
15,065
-1,388
| -8% | -$618K | 0.39% | 56 |
|
|
2023
Q1 | $6.51M | Sell |
16,453
-4,994
| -23% | -$1.98M | 0.39% | 59 |
|
|
2022
Q4 | $7.62M | Sell |
21,447
-675
| -3% | -$240K | 0.49% | 45 |
|
|
2022
Q3 | $5.98M | Sell |
22,122
-72
| -0.3% | -$19.5K | 0.41% | 55 |
|
|
2022
Q2 | $5.39M | Buy |
22,194
+667
| +3% | +$162K | 0.35% | 71 |
|
|
2022
Q1 | $7.65M | Sell |
21,527
-2,830
| -12% | -$1.01M | 0.45% | 49 |
|
|
2021
Q4 | $8.09M | Buy |
24,357
+589
| +2% | +$196K | 0.48% | 46 |
|
|
2021
Q3 | $8.34M | Buy |
23,768
+1,295
| +6% | +$454K | 0.55% | 38 |
|
|
2021
Q2 | $7.17M | Buy |
22,473
+1,268
| +6% | +$404K | 0.53% | 38 |
|
|
2021
Q1 | $6.98M | Buy |
21,205
+2,444
| +13% | +$805K | 0.64% | 32 |
|
|
2020
Q4 | $4.35M | Buy |
18,761
+1,482
| +9% | +$344K | 0.48% | 46 |
|
|
2020
Q3 | $3.02M | Buy |
17,279
+232
| +1% | +$40.5K | 0.38% | 72 |
|
|
2020
Q2 | $2.54M | Sell |
17,047
-1,238
| -7% | -$184K | 0.3% | 94 |
|
|
2020
Q1 | $1.88M | Buy |
18,285
+806
| +5% | +$83K | 0.37% | 78 |
|
|
2019
Q4 | $2.92M | Buy |
+17,479
| New | +$2.92M | 0.39% | 76 |
|