Journey Strategic Wealth’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 | $664K | Buy |
881
+100
| +13% | +$75.4K | 0.02% | 234 |
|
|
2025
Q1 | $490K | Buy |
781
+24
| +3% | +$15K | 0.02% | 230 |
|
|
2024
Q4 | $533K | Sell |
757
-5
| -0.7% | -$3.52K | 0.02% | 205 |
|
|
2024
Q3 | $617K | Buy |
762
+109
| +17% | +$88.2K | 0.02% | 189 |
|
|
2024
Q2 | $422K | Buy |
653
+177
| +37% | +$114K | 0.02% | 190 |
|
|
2024
Q1 | $343K | Buy |
476
+83
| +21% | +$59.9K | 0.02% | 165 |
|
|
2023
Q4 | $225K | Buy |
+393
| New | +$225K | 0.01% | 182 |
|