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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Sell |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $2.36M | Buy |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $1.84M | Buy |
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|
2023
Q3 | $1.38M | Sell |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $249K | Sell |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $251K | Sell |
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|
2021
Q1 | $268K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $359K | Sell |
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|
2018
Q3 | $748K | Buy |
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|
2018
Q2 | $627K | Buy |
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|
2018
Q1 | $687K | Buy |
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|
2017
Q4 | $644K | Sell |
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|
2017
Q3 | $537K | Buy |
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|
2017
Q2 | $399K | Buy |
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|
2017
Q1 | $284K | Buy |
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