Key Financial Inc’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 | $417K | Hold |
553
| – | – | 0.08% | 185 |
|
|
2025
Q1 | $347K | Buy |
553
+9
| +2% | +$5.64K | 0.08% | 198 |
|
|
2024
Q4 | $383K | Hold |
544
| – | – | 0.09% | 177 |
|
|
2024
Q3 | $440K | Hold |
544
| – | – | 0.1% | 166 |
|
|
2024
Q2 | $352K | Hold |
544
| – | – | 0.08% | 175 |
|
|
2024
Q1 | $392K | Hold |
544
| – | – | 0.1% | 163 |
|
|
2023
Q4 | $312K | Hold |
544
| – | – | 0.09% | 173 |
|
|
2023
Q3 | $242K | Hold |
544
| – | – | 0.08% | 183 |
|
|
2023
Q2 | $242K | Hold |
544
| – | – | 0.08% | 184 |
|
|
2023
Q1 | $215K | Buy |
544
+55
| +11% | +$21.8K | 0.08% | 185 |
|
|
2022
Q4 | $132K | Hold |
489
| – | – | 0.06% | 216 |
|
|
2022
Q3 | $132K | Hold |
489
| – | – | 0.06% | 218 |
|
|
2022
Q2 | $119K | Hold |
489
| – | – | 0.06% | 214 |
|
|
2022
Q1 | $174K | Buy |
489
+141
| +41% | +$50.2K | 0.09% | 181 |
|
|
2021
Q4 | $116K | Sell |
348
-35
| -9% | -$11.7K | 0.06% | 212 |
|
|
2021
Q3 | $134K | Hold |
383
| – | – | 0.08% | 185 |
|
|
2021
Q2 | $126K | Buy |
383
+198
| +107% | +$65.1K | 0.07% | 196 |
|
|
2021
Q1 | $61K | Hold |
185
| – | – | 0.04% | 249 |
|
|
2020
Q4 | $43K | Buy |
+185
| New | +$43K | 0.03% | 266 |
|
|
2020
Q2 | – | Sell |
-35
| Closed | -$3K | – | 599 |
|
|
2020
Q1 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 578 |
|