Jackson Wealth Management’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 | $6.27M | Sell |
8,326
-214
| -3% | -$161K | 0.68% | 39 |
|
|
2025
Q1 | $5.35M | Sell |
8,540
-90
| -1% | -$56.4K | 0.65% | 40 |
|
|
2024
Q4 | $6.08M | Buy |
8,630
+32
| +0.4% | +$22.5K | 0.69% | 39 |
|
|
2024
Q3 | $6.96M | Buy |
8,598
+3,515
| +69% | +$2.85M | 0.83% | 33 |
|
|
2024
Q2 | $3.29M | Sell |
5,083
-2,986
| -37% | -$1.93M | 0.7% | 39 |
|
|
2024
Q1 | $5.82M | Buy |
8,069
+532
| +7% | +$384K | 0.73% | 36 |
|
|
2023
Q4 | $4.32M | Buy |
+7,537
| New | +$4.32M | 0.57% | 43 |
|
|
2015
Q1 | – | Sell |
-1,966
| Closed | -$201K | – | 135 |
|
|
2014
Q4 | $201K | Buy |
+1,966
| New | +$201K | 0.07% | 115 |
|