Mount Yale 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 | $2.1M | Buy |
2,781
+561
| +25% | +$423K | 0.16% | 124 |
|
|
2025
Q1 | $1.39M | Buy |
2,220
+550
| +33% | +$345K | 0.12% | 152 |
|
|
2024
Q4 | $1.18M | Sell |
1,670
-42
| -2% | -$29.6K | 0.1% | 177 |
|
|
2024
Q3 | $1.39M | Sell |
1,712
-2,454
| -59% | -$1.99M | 0.13% | 160 |
|
|
2024
Q2 | $2.69M | Sell |
4,166
-300
| -7% | -$194K | 0.21% | 96 |
|
|
2024
Q1 | $3.22M | Sell |
4,466
-684
| -13% | -$493K | 0.25% | 88 |
|
|
2023
Q4 | $2.95M | Sell |
5,150
-79
| -2% | -$45.3K | 0.28% | 86 |
|
|
2023
Q3 | $2.32M | Sell |
5,229
-11
| -0.2% | -$4.89K | 0.25% | 92 |
|
|
2023
Q2 | $2.33M | Buy |
5,240
+213
| +4% | +$94.9K | 0.25% | 94 |
|
|
2023
Q1 | $1.99M | Buy |
5,027
+624
| +14% | +$247K | 0.22% | 105 |
|
|
2022
Q4 | $1.56M | Sell |
4,403
-70
| -2% | -$24.9K | 0.18% | 131 |
|
|
2022
Q3 | $1.21M | Buy |
4,473
+94
| +2% | +$25.4K | 0.16% | 141 |
|
|
2022
Q2 | $1.06M | Buy |
4,379
+141
| +3% | +$34.3K | 0.13% | 166 |
|
|
2022
Q1 | $1.51M | Sell |
4,238
-27
| -0.6% | -$9.59K | 0.16% | 138 |
|
|
2021
Q4 | $1.42M | Sell |
4,265
-72
| -2% | -$23.9K | 0.15% | 151 |
|
|
2021
Q3 | $1.52M | Buy |
4,337
+106
| +3% | +$37.2K | 0.18% | 134 |
|
|
2021
Q2 | $1.35M | Buy |
4,231
+14
| +0.3% | +$4.47K | 0.16% | 133 |
|
|
2021
Q1 | $1.39M | Buy |
4,217
+223
| +6% | +$73.5K | 0.18% | 116 |
|
|
2020
Q4 | $926K | Buy |
3,994
+7
| +0.2% | +$1.62K | 0.13% | 174 |
|
|
2020
Q3 | $696K | Buy |
+3,987
| New | +$696K | 0.1% | 196 |
|
|
2018
Q4 | – | Sell |
-49
| Closed | -$6K | – | 765 |
|
|
2018
Q3 | $6K | Sell |
49
-139
| -74% | -$17K | ﹤0.01% | 876 |
|
|
2018
Q2 | $28K | Buy |
188
+38
| +25% | +$5.66K | 0.01% | 729 |
|
|
2018
Q1 | $26K | Buy |
+150
| New | +$26K | 0.01% | 725 |
|