JFS Wealth Advisors’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 | $82.1K | Sell |
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|
2025
Q1 | $68.9K | Sell |
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|
2024
Q4 | $84.5K | Hold |
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|
2024
Q3 | $97.2K | Buy |
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|
2024
Q2 | $76.3K | Hold |
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|
2024
Q1 | $85.1K | Buy |
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|
2023
Q4 | $63.6K | Buy |
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|
2023
Q3 | $23.6K | Hold |
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|
2023
Q2 | $23.6K | Sell |
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|
2023
Q1 | $22.6K | Buy |
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|
2022
Q4 | $19.9K | Buy |
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|
2022
Q3 | $14K | Buy |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $15K | Buy |
|