MBM Wealth Consultants’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 | $1.62M | Buy |
2,221
+134
| +6% | +$113K | 0.37% | 41 |
|
|
2025
Q4 | $1.69M | Sell |
2,087
-48
| -2% | -$41.7K | 0.4% | 37 |
|
|
2025
Q3 | $2.04M | Sell |
2,135
-399
| -16% | -$356K | 0.51% | 29 |
|
|
2025
Q2 | $1.91M | Buy |
2,534
+258
| +11% | +$173K | 0.51% | 29 |
|
|
2025
Q1 | $1.43M | Buy |
2,276
+37
| +2% | +$25.4K | 0.42% | 39 |
|
|
2024
Q4 | $1.54M | Buy |
2,239
+21
| +0.9% | +$17.1K | 0.46% | 32 |
|
|
2024
Q3 | $1.8M | Buy |
2,218
+125
| +6% | +$89.9K | 0.57% | 23 |
|
|
2024
Q2 | $1.31M | Buy |
2,093
+76
| +4% | +$50.5K | 0.45% | 35 |
|
|
2024
Q1 | $1.45M | Sell |
2,017
-31
| -2% | -$19.9K | 0.51% | 24 |
|
|
2023
Q4 | $1.33M | Sell |
2,048
-168
| -8% | -$79.2K | 0.5% | 25 |
|
|
2023
Q3 | $959K | Sell |
2,216
-48
| -2% | -$22K | 0.42% | 35 |
|
|
2023
Q2 | $1.06M | Buy |
2,264
+287
| +15% | +$106K | 0.45% | 28 |
|
|
2023
Q1 | $844K | Hold |
1,977
| – | – | 0.34% | 33 |
|
|
2022
Q4 | $705K | Sell |
1,977
-230
| -10% | -$75.6K | 0.33% | 36 |
|
|
2022
Q3 | $622K | Buy |
2,207
+139
| +7% | +$40.5K | 0.3% | 39 |
|
|
2022
Q2 | $502K | Buy |
2,068
+122
| +6% | +$35.9K | 0.25% | 46 |
|
|
2022
Q1 | $691K | Sell |
1,946
-31
| -2% | -$10.1K | 0.29% | 46 |
|
|
2021
Q4 | $657K | Buy |
1,977
+383
| +24% | +$137K | 0.27% | 49 |
|
|
2021
Q3 | $559K | Buy |
1,594
+92
| +6% | +$30.9K | 0.26% | 49 |
|
|
2021
Q2 | $479K | Buy |
1,502
+9
| +0.6% | +$2.91K | 0.22% | 57 |
|
|
2021
Q1 | $491K | Sell |
1,493
-156
| -9% | -$44.2K | 0.25% | 50 |
|
|
2020
Q4 | $382K | Sell |
1,649
-103
| -6% | -$21.8K | 0.21% | 63 |
|
|
2020
Q3 | $306K | Buy |
1,752
+17
| +1% | +$2.86K | 0.2% | 65 |
|
|
2020
Q2 | $259K | Sell |
1,735
-785
| -31% | -$99.6K | 0.18% | 69 |
|
|
2020
Q1 | $259K | Buy |
2,520
+323
| +15% | +$42.8K | 0.21% | 71 |
|
|
2019
Q4 | $366K | Sell |
2,197
-93
| -4% | -$13.5K | 0.27% | 69 |
|
|
2019
Q3 | $285K | Buy |
2,290
+215
| +10% | +$26.1K | 0.22% | 76 |
|
|
2019
Q2 | $280K | Buy |
2,075
+216
| +12% | +$27.4K | 0.23% | 76 |
|
|
2019
Q1 | $212K | Buy |
1,859
+464
| +33% | +$57.3K | 0.19% | 81 |
|
|
2018
Q4 | $143K | Buy |
+1,395
| New | +$168K | 0.14% | 90 |
|
Other funds holding URI
VCM
VPM
