Kingsview Wealth Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $357K | Sell |
489
-62
| -11% | -$52.1K | ﹤0.01% | 1008 |
|
|
2025
Q4 | $446K | Sell |
551
-68
| -11% | -$59K | 0.01% | 883 |
|
|
2025
Q3 | $591K | Buy |
619
+24
| +4% | +$21.4K | 0.01% | 753 |
|
|
2025
Q2 | $448K | Sell |
595
-27
| -4% | -$18.1K | 0.01% | 804 |
|
|
2025
Q1 | $390K | Sell |
622
-2,317
| -79% | -$1.59M | 0.01% | 805 |
|
|
2024
Q4 | $2.07M | Buy |
2,939
+25
| +0.9% | +$20.3K | 0.04% | 383 |
|
|
2024
Q3 | $2.36M | Buy |
2,914
+57
| +2% | +$41K | 0.05% | 333 |
|
|
2024
Q2 | $1.85M | Buy |
2,857
+81
| +3% | +$53.8K | 0.04% | 366 |
|
|
2024
Q1 | $2M | Sell |
2,776
-424
| -13% | -$272K | 0.05% | 341 |
|
|
2023
Q4 | $1.84M | Buy |
3,200
+92
| +3% | +$43.4K | 0.05% | 300 |
|
|
2023
Q3 | $1.38M | Sell |
3,108
-186
| -6% | -$85.1K | 0.05% | 358 |
|
|
2023
Q2 | $1.47M | Buy |
3,294
+567
| +21% | +$210K | 0.06% | 305 |
|
|
2023
Q1 | $1.08M | Buy |
2,727
+2,141
| +365% | +$899K | 0.05% | 380 |
|
|
2022
Q4 | $208K | Buy |
+586
| New | +$193K | 0.01% | 780 |
|
|
2022
Q2 | – | Sell |
-661
| Closed | -$235K | – | 924 |
|
|
2022
Q1 | $235K | Sell |
661
-87
| -12% | -$28.4K | 0.01% | 772 |
|
|
2021
Q4 | $249K | Sell |
748
-65
| -8% | -$23.2K | 0.01% | 802 |
|
|
2021
Q3 | $285K | Buy |
813
+32
| +4% | +$10.7K | 0.01% | 698 |
|
|
2021
Q2 | $251K | Sell |
781
-27
| -3% | -$8.72K | 0.01% | 756 |
|
|
2021
Q1 | $268K | Buy |
+808
| New | +$229K | 0.02% | 678 |
|
|
2019
Q1 | – | Sell |
-3,505
| Closed | -$359K | – | 523 |
|
|
2018
Q4 | $359K | Sell |
3,505
-1,070
| -23% | -$129K | 0.08% | 256 |
|
|
2018
Q3 | $748K | Buy |
4,575
+327
| +8% | +$50.9K | 0.15% | 180 |
|
|
2018
Q2 | $627K | Buy |
4,248
+272
| +7% | +$44.4K | 0.15% | 168 |
|
|
2018
Q1 | $687K | Buy |
3,976
+231
| +6% | +$41K | 0.17% | 160 |
|
|
2017
Q4 | $644K | Sell |
3,745
-125
| -3% | -$19K | 0.23% | 137 |
|
|
2017
Q3 | $537K | Buy |
3,870
+329
| +9% | +$39.3K | 0.24% | 129 |
|
|
2017
Q2 | $399K | Buy |
3,541
+1,266
| +56% | +$141K | 0.21% | 147 |
|
|
2017
Q1 | $284K | Buy |
+2,275
| New | +$277K | 0.17% | 183 |
|
Other funds holding URI
VCM
VPM
