Kestra Private Wealth Services’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 | $1.32M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $882K | Buy |
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|
2024
Q1 | $767K | Buy |
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|
2023
Q4 | $542K | Sell |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $345K | Sell |
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|
2022
Q4 | $488K | Buy |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $267K | Buy |
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|
2021
Q3 | $201K | Buy |
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