MWC
MBM Wealth Consultants’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
2,534
+258
| +11% | +$194K | 0.51% | 29 |
|
|
2025
Q1 | $1.43M | Buy |
2,276
+37
| +2% | +$23.2K | 0.42% | 39 |
|
|
2024
Q4 | $1.54M | Buy |
2,239
+21
| +0.9% | +$14.5K | 0.46% | 32 |
|
|
2024
Q3 | $1.8M | Buy |
2,218
+125
| +6% | +$101K | 0.57% | 23 |
|
|
2024
Q2 | $1.31M | Buy |
2,093
+76
| +4% | +$47.7K | 0.45% | 35 |
|
|
2024
Q1 | $1.45M | Sell |
2,017
-31
| -2% | -$22.3K | 0.51% | 24 |
|
|
2023
Q4 | $1.33M | Sell |
2,048
-168
| -8% | -$109K | 0.5% | 25 |
|
|
2023
Q3 | $959K | Sell |
2,216
-48
| -2% | -$20.8K | 0.42% | 35 |
|
|
2023
Q2 | $1.06M | Buy |
2,264
+287
| +15% | +$134K | 0.45% | 28 |
|
|
2023
Q1 | $844K | Hold |
1,977
| – | – | 0.34% | 33 |
|
|
2022
Q4 | $705K | Sell |
1,977
-230
| -10% | -$82K | 0.33% | 36 |
|
|
2022
Q3 | $622K | Buy |
2,207
+139
| +7% | +$39.2K | 0.3% | 39 |
|
|
2022
Q2 | $502K | Buy |
2,068
+122
| +6% | +$29.6K | 0.25% | 46 |
|
|
2022
Q1 | $691K | Sell |
1,946
-31
| -2% | -$11K | 0.29% | 46 |
|
|
2021
Q4 | $657K | Buy |
1,977
+383
| +24% | +$127K | 0.27% | 49 |
|
|
2021
Q3 | $559K | Buy |
1,594
+92
| +6% | +$32.3K | 0.26% | 49 |
|
|
2021
Q2 | $479K | Buy |
1,502
+9
| +0.6% | +$2.87K | 0.22% | 57 |
|
|
2021
Q1 | $491K | Sell |
1,493
-156
| -9% | -$51.3K | 0.25% | 50 |
|
|
2020
Q4 | $382K | Sell |
1,649
-103
| -6% | -$23.9K | 0.21% | 63 |
|
|
2020
Q3 | $306K | Buy |
1,752
+17
| +1% | +$2.97K | 0.2% | 65 |
|
|
2020
Q2 | $259K | Sell |
1,735
-785
| -31% | -$117K | 0.18% | 69 |
|
|
2020
Q1 | $259K | Buy |
2,520
+323
| +15% | +$33.2K | 0.21% | 71 |
|
|
2019
Q4 | $366K | Sell |
2,197
-93
| -4% | -$15.5K | 0.27% | 69 |
|
|
2019
Q3 | $285K | Buy |
2,290
+215
| +10% | +$26.8K | 0.22% | 76 |
|
|
2019
Q2 | $280K | Buy |
2,075
+216
| +12% | +$29.1K | 0.23% | 76 |
|
|
2019
Q1 | $212K | Buy |
1,859
+464
| +33% | +$52.9K | 0.19% | 81 |
|
|
2018
Q4 | $143K | Buy |
+1,395
| New | +$143K | 0.14% | 90 |
|