Mount Yale Investment Advisors’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
Q2 | $2.1M | Buy |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.39M | Sell |
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|
2024
Q2 | $2.69M | Sell |
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|
2024
Q1 | $3.22M | Sell |
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|
2023
Q4 | $2.95M | Sell |
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|
2023
Q3 | $2.32M | Sell |
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|
2023
Q2 | $2.33M | Buy |
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|
2023
Q1 | $1.99M | Buy |
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|
2022
Q4 | $1.56M | Sell |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.5M | Sell |
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|
2021
Q4 | $1.42M | Sell |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.39M | Buy |
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|
2020
Q4 | $926K | Buy |
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|
2020
Q3 | $696K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $6K | Sell |
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|
2018
Q2 | $28K | Buy |
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|
2018
Q1 | $26K | Buy |
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