Lido Advisors’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 | $11.4M | Buy |
15,166
+8,883
| +141% | +$6.69M | 0.04% | 225 |
|
|
2025
Q1 | $3.94M | Buy |
6,283
+16
| +0.3% | +$10K | 0.02% | 376 |
|
|
2024
Q4 | $4.41M | Sell |
6,267
-323
| -5% | -$228K | 0.02% | 331 |
|
|
2024
Q3 | $5.34M | Sell |
6,590
-457
| -6% | -$370K | 0.03% | 278 |
|
|
2024
Q2 | $4.56M | Sell |
7,047
-119
| -2% | -$77K | 0.03% | 284 |
|
|
2024
Q1 | $5.17M | Sell |
7,166
-700
| -9% | -$505K | 0.03% | 266 |
|
|
2023
Q4 | $4.51M | Sell |
7,866
-1,363
| -15% | -$782K | 0.03% | 264 |
|
|
2023
Q3 | $4.1M | Sell |
9,229
-520
| -5% | -$231K | 0.03% | 256 |
|
|
2023
Q2 | $4.34M | Buy |
9,749
+238
| +3% | +$106K | 0.03% | 233 |
|
|
2023
Q1 | $3.76M | Buy |
9,511
+8,435
| +784% | +$3.34M | 0.04% | 228 |
|
|
2022
Q4 | $382K | Buy |
1,076
+61
| +6% | +$21.7K | ﹤0.01% | 635 |
|
|
2022
Q3 | $274K | Sell |
1,015
-1,416
| -58% | -$382K | ﹤0.01% | 695 |
|
|
2022
Q2 | $590K | Sell |
2,431
-1,936
| -44% | -$470K | 0.01% | 427 |
|
|
2022
Q1 | $1.55M | Sell |
4,367
-898
| -17% | -$319K | 0.02% | 271 |
|
|
2021
Q4 | $1.75M | Sell |
5,265
-12,805
| -71% | -$4.25M | 0.02% | 277 |
|
|
2021
Q3 | $6.34M | Sell |
18,070
-223
| -1% | -$78.3K | 0.09% | 115 |
|
|
2021
Q2 | $5.84M | Buy |
+18,293
| New | +$5.84M | 0.08% | 123 |
|