Jones Financial Companies’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
$2.26M Buy
2025
Q1
$1.32M Buy
2024
Q4
$1.03M Buy
2024
Q3
$702K Buy
2024
Q2
$291K Buy
2024
Q1
$7.93K Sell
2023
Q4
$16.6K Sell
2023
Q3
$27.1K Hold
2023
Q2
$27.2K Hold
2023
Q1
$24.1K Sell
2022
Q4
$25K Sell
2022
Q3
$41K Buy
2022
Q2
$17K Hold
2022
Q1
$25K Hold
2021
Q4
$23K Buy
2021
Q3
$12K Hold
2021
Q2
$11K Sell
2021
Q1
$15K Buy
2020
Q4
$6K Buy