Intellectus Partners’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 | $910K | Buy |
1,208
+234
| +24% | +$176K | 0.2% | 137 |
|
|
2025
Q1 | $610K | Buy |
+974
| New | +$610K | 0.15% | 167 |
|
|
2024
Q4 | – | Sell |
-929
| Closed | -$752K | – | 290 |
|
|
2024
Q3 | $752K | Buy |
+929
| New | +$752K | 0.19% | 153 |
|
|
2024
Q1 | – | Sell |
-1,167
| Closed | -$669K | – | 275 |
|
|
2023
Q4 | $669K | Buy |
+1,167
| New | +$669K | 0.19% | 143 |
|
|
2019
Q2 | – | Sell |
-32
| Closed | -$4K | – | 386 |
|
|
2019
Q1 | $4K | Hold |
32
| – | – | ﹤0.01% | 409 |
|
|
2018
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 254 |
|
|
2018
Q3 | $5K | Hold |
32
| – | – | ﹤0.01% | 515 |
|
|
2018
Q2 | $5K | Hold |
32
| – | – | ﹤0.01% | 536 |
|
|
2018
Q1 | $6K | Hold |
32
| – | – | ﹤0.01% | 520 |
|
|
2017
Q4 | $6K | Hold |
32
| – | – | ﹤0.01% | 520 |
|
|
2017
Q3 | $4K | Hold |
32
| – | – | ﹤0.01% | 690 |
|
|
2017
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 674 |
|
|
2017
Q1 | $4K | Sell |
32
-5
| -14% | -$625 | ﹤0.01% | 610 |
|
|
2016
Q4 | $4K | Buy |
+37
| New | +$4K | ﹤0.01% | 622 |
|