Modera 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
2025
Q3
$1.17M Sell
2025
Q2
$925K Sell
2025
Q1
$770K Sell
2024
Q4
$887K Buy
2024
Q3
$991K Buy
2024
Q2
$618K Buy
2024
Q1
$686K Buy
2023
Q4
$540K Sell
2023
Q3
$423K Buy
2023
Q2
$420K Buy
2022
Q1
Sell
2021
Q4
$479K Buy