Moneta Group Investment Advisors’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 | $10.5M | Buy |
13,876
+97
| +0.7% | +$73.1K | 0.12% | 97 |
|
|
2025
Q1 | $8.64M | Buy |
13,779
+11,816
| +602% | +$7.41M | 0.12% | 103 |
|
|
2024
Q4 | $1.38M | Buy |
1,963
+251
| +15% | +$177K | 0.02% | 252 |
|
|
2024
Q3 | $1.39M | Sell |
1,712
-8,935
| -84% | -$7.24M | 0.02% | 246 |
|
|
2024
Q2 | $6.89M | Buy |
10,647
+896
| +9% | +$579K | 0.11% | 103 |
|
|
2024
Q1 | $7.03M | Buy |
9,751
+8,370
| +606% | +$6.04M | 0.11% | 102 |
|
|
2023
Q4 | $792K | Buy |
1,381
+229
| +20% | +$131K | 0.02% | 268 |
|
|
2023
Q3 | $512K | Sell |
1,152
-266
| -19% | -$118K | 0.01% | 315 |
|
|
2023
Q2 | $632K | Buy |
1,418
+164
| +13% | +$73K | 0.01% | 283 |
|
|
2023
Q1 | $496K | Buy |
1,254
+334
| +36% | +$132K | 0.01% | 322 |
|
|
2022
Q4 | $406K | Sell |
920
-368
| -29% | -$162K | 0.01% | 321 |
|
|
2022
Q3 | $348K | Sell |
1,288
-770
| -37% | -$208K | 0.01% | 322 |
|
|
2022
Q2 | $500K | Buy |
2,058
+234
| +13% | +$56.9K | 0.02% | 302 |
|
|
2022
Q1 | $648K | Sell |
1,824
-63
| -3% | -$22.4K | 0.03% | 258 |
|
|
2021
Q4 | $627K | Buy |
1,887
+18
| +1% | +$5.98K | 0.03% | 265 |
|
|
2021
Q3 | $656K | Buy |
1,869
+383
| +26% | +$134K | 0.03% | 241 |
|
|
2021
Q2 | $474K | Buy |
1,486
+229
| +18% | +$73K | 0.02% | 291 |
|
|
2021
Q1 | $414K | Buy |
+1,257
| New | +$414K | 0.02% | 280 |
|
|
2020
Q3 | – | Sell |
-1,369
| Closed | -$204K | – | 294 |
|
|
2020
Q2 | $204K | Buy |
+1,369
| New | +$204K | 0.02% | 239 |
|
|
2018
Q2 | – | Sell |
-645
| Closed | -$111K | – | 628 |
|
|
2018
Q1 | $111K | Buy |
645
+595
| +1,190% | +$102K | 0.01% | 228 |
|
|
2017
Q4 | $9K | Buy |
+50
| New | +$9K | ﹤0.01% | 347 |
|