Mission Wealth Management’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 | $8.62M | Buy |
11,441
+200
| +2% | +$151K | 0.18% | 69 |
|
|
2025
Q1 | $7.04M | Sell |
11,241
-1,843
| -14% | -$1.15M | 0.17% | 76 |
|
|
2024
Q4 | $9.22M | Sell |
13,084
-457
| -3% | -$322K | 0.21% | 57 |
|
|
2024
Q3 | $11M | Buy |
13,541
+3,612
| +36% | +$2.92M | 0.27% | 50 |
|
|
2024
Q2 | $6.42M | Sell |
9,929
-294
| -3% | -$190K | 0.17% | 74 |
|
|
2024
Q1 | $7.37M | Buy |
+10,223
| New | +$7.37M | 0.19% | 75 |
|
|
2021
Q2 | – | Sell |
-610
| Closed | -$201K | – | 487 |
|
|
2021
Q1 | $201K | Buy |
+610
| New | +$201K | 0.01% | 429 |
|