Kestra Private Wealth Services’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 | $1.32M | Buy |
1,753
+33
| +2% | +$24.9K | 0.02% | 625 |
|
|
2025
Q1 | $1.08M | Buy |
1,720
+113
| +7% | +$70.8K | 0.02% | 651 |
|
|
2024
Q4 | $1.13M | Buy |
1,607
+200
| +14% | +$141K | 0.02% | 603 |
|
|
2024
Q3 | $1.14M | Buy |
1,407
+43
| +3% | +$34.8K | 0.02% | 577 |
|
|
2024
Q2 | $882K | Buy |
1,364
+301
| +28% | +$195K | 0.02% | 615 |
|
|
2024
Q1 | $767K | Buy |
1,063
+118
| +12% | +$85.1K | 0.02% | 634 |
|
|
2023
Q4 | $542K | Sell |
945
-41
| -4% | -$23.5K | 0.01% | 698 |
|
|
2023
Q3 | $438K | Buy |
986
+208
| +27% | +$92.5K | 0.01% | 713 |
|
|
2023
Q2 | $346K | Sell |
778
-94
| -11% | -$41.9K | 0.01% | 767 |
|
|
2023
Q1 | $345K | Sell |
872
-500
| -36% | -$198K | 0.01% | 735 |
|
|
2022
Q4 | $488K | Buy |
1,372
+557
| +68% | +$198K | 0.02% | 532 |
|
|
2022
Q3 | $220K | Sell |
815
-16
| -2% | -$4.32K | 0.01% | 755 |
|
|
2022
Q2 | $202K | Sell |
831
-20
| -2% | -$4.86K | 0.01% | 802 |
|
|
2022
Q1 | $302K | Buy |
851
+47
| +6% | +$16.7K | 0.02% | 748 |
|
|
2021
Q4 | $267K | Buy |
804
+232
| +41% | +$77K | 0.01% | 815 |
|
|
2021
Q3 | $201K | Buy |
+572
| New | +$201K | 0.01% | 857 |
|