Keebeck 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 | $585K | Hold |
776
| – | – | 0.08% | 171 |
|
|
2025
Q1 | $486K | Hold |
776
| – | – | 0.07% | 169 |
|
|
2024
Q4 | $547K | Hold |
776
| – | – | 0.08% | 163 |
|
|
2024
Q3 | $628K | Sell |
776
-300
| -28% | -$243K | 0.09% | 153 |
|
|
2024
Q2 | $696K | Hold |
1,076
| – | – | 0.1% | 149 |
|
|
2024
Q1 | $776K | Buy |
1,076
+63
| +6% | +$45.4K | 0.11% | 151 |
|
|
2023
Q4 | $581K | Sell |
1,013
-1
| -0.1% | -$573 | 0.1% | 165 |
|
|
2023
Q3 | $451K | Buy |
1,014
+11
| +1% | +$4.89K | 0.08% | 184 |
|
|
2023
Q2 | $447K | Sell |
1,003
-12
| -1% | -$5.34K | 0.06% | 188 |
|
|
2023
Q1 | $402K | Buy |
1,015
+12
| +1% | +$4.75K | 0.06% | 178 |
|
|
2022
Q4 | $356K | Buy |
1,003
+3
| +0.3% | +$1.07K | 0.06% | 179 |
|
|
2022
Q3 | $270K | Hold |
1,000
| – | – | 0.05% | 200 |
|
|
2022
Q2 | $243K | Hold |
1,000
| – | – | 0.05% | 208 |
|
|
2022
Q1 | $355K | Hold |
1,000
| – | – | 0.06% | 184 |
|
|
2021
Q4 | $332K | Hold |
1,000
| – | – | 0.06% | 179 |
|
|
2021
Q3 | $351K | Hold |
1,000
| – | – | 0.07% | 163 |
|
|
2021
Q2 | $319K | Hold |
1,000
| – | – | 0.05% | 201 |
|
|
2021
Q1 | $329K | Hold |
1,000
| – | – | 0.05% | 193 |
|
|
2020
Q4 | $232K | Buy |
+1,000
| New | +$232K | 0.04% | 195 |
|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$149K | – | 350 |
|
|
2020
Q2 | $149K | Buy |
+1,000
| New | +$149K | 0.05% | 166 |
|
|
2020
Q1 | – | Sell |
-2,055
| Closed | -$342K | – | 319 |
|
|
2019
Q4 | $342K | Buy |
+2,055
| New | +$342K | 0.11% | 111 |
|