Mutual 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 | $209K | Sell |
235
-272
| -54% | -$242K | 0.01% | 1116 |
|
|
2025
Q1 | $321K | Buy |
507
+196
| +63% | +$124K | 0.01% | 883 |
|
|
2024
Q4 | $235K | Buy |
+311
| New | +$235K | 0.01% | 972 |
|
|
2024
Q3 | – | Sell |
-363
| Closed | -$270K | – | 1154 |
|
|
2024
Q2 | $270K | Sell |
363
-47
| -11% | -$35K | 0.01% | 929 |
|
|
2024
Q1 | $295K | Buy |
+410
| New | +$295K | 0.01% | 873 |
|
|
2022
Q3 | – | Sell |
-929
| Closed | -$226K | – | 926 |
|
|
2022
Q2 | $226K | Sell |
929
-58
| -6% | -$14.1K | 0.02% | 757 |
|
|
2022
Q1 | $351K | Buy |
987
+47
| +5% | +$16.7K | 0.02% | 668 |
|
|
2021
Q4 | $312K | Buy |
940
+335
| +55% | +$111K | 0.02% | 732 |
|
|
2021
Q3 | $212K | Buy |
+605
| New | +$212K | 0.01% | 812 |
|
|
2019
Q4 | – | Sell |
-2,368
| Closed | -$295K | – | 617 |
|
|
2019
Q3 | $295K | Buy |
2,368
+840
| +55% | +$105K | 0.04% | 423 |
|
|
2019
Q2 | $203K | Buy |
+1,528
| New | +$203K | 0.03% | 527 |
|