Moss Adams Wealth 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 | $441K | Buy |
586
+8
| +1% | +$6.03K | 0.04% | 140 |
|
|
2025
Q1 | $362K | Sell |
578
-100
| -15% | -$62.7K | 0.04% | 148 |
|
|
2024
Q4 | $478K | Buy |
678
+26
| +4% | +$18.3K | 0.05% | 103 |
|
|
2024
Q3 | $528K | Buy |
652
+2
| +0.3% | +$1.62K | 0.06% | 93 |
|
|
2024
Q2 | $420K | Buy |
650
+29
| +5% | +$18.8K | 0.06% | 96 |
|
|
2024
Q1 | $448K | Buy |
621
+105
| +20% | +$75.7K | 0.07% | 81 |
|
|
2023
Q4 | $296K | Sell |
516
-49
| -9% | -$28.1K | 0.06% | 84 |
|
|
2023
Q3 | $251K | Sell |
565
-45
| -7% | -$20K | 0.09% | 77 |
|
|
2023
Q2 | $272K | Buy |
610
+29
| +5% | +$12.9K | 0.09% | 71 |
|
|
2023
Q1 | $230K | Buy |
581
+12
| +2% | +$4.75K | 0.08% | 86 |
|
|
2022
Q4 | $202K | Buy |
+569
| New | +$202K | 0.1% | 99 |
|