Modera 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 | $925K | Sell |
1,228
-1
| -0.1% | -$753 | 0.01% | 343 |
|
|
2025
Q1 | $770K | Sell |
1,229
-31
| -2% | -$19.4K | 0.01% | 356 |
|
|
2024
Q4 | $887K | Buy |
1,260
+36
| +3% | +$25.4K | 0.01% | 348 |
|
|
2024
Q3 | $991K | Buy |
1,224
+268
| +28% | +$217K | 0.01% | 310 |
|
|
2024
Q2 | $618K | Buy |
956
+5
| +0.5% | +$3.23K | 0.01% | 360 |
|
|
2024
Q1 | $686K | Buy |
951
+10
| +1% | +$7.21K | 0.01% | 355 |
|
|
2023
Q4 | $540K | Sell |
941
-11
| -1% | -$6.31K | 0.01% | 366 |
|
|
2023
Q3 | $423K | Buy |
952
+10
| +1% | +$4.45K | 0.01% | 386 |
|
|
2023
Q2 | $420K | Buy |
+942
| New | +$420K | 0.01% | 406 |
|
|
2022
Q1 | – | Sell |
-1,443
| Closed | -$479K | – | 584 |
|
|
2021
Q4 | $479K | Buy |
+1,443
| New | +$479K | 0.02% | 289 |
|