Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.12M | Sell |
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|
2025
Q4 | $5.72M | Sell |
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|
2025
Q3 | $7.39M | Sell |
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|
2025
Q2 | $8.62M | Buy |
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|
2025
Q1 | $7.04M | Sell |
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|
2024
Q4 | $9.22M | Sell |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q2 | $6.42M | Sell |
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|
2024
Q1 | $7.37M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $201K | Buy |
|