Napa Wealth Management’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 | $274K | Buy |
363
+1
| +0.3% | +$753 | 0.13% | 119 |
|
|
2025
Q1 | $227K | Buy |
362
+1
| +0.3% | +$627 | 0.13% | 151 |
|
|
2024
Q4 | $254K | Buy |
361
+53
| +17% | +$37.3K | 0.11% | 155 |
|
|
2024
Q3 | $250K | Buy |
+308
| New | +$250K | 0.12% | 147 |
|
|
2024
Q2 | – | Sell |
-307
| Closed | -$221K | – | 130 |
|
|
2024
Q1 | $221K | Buy |
+307
| New | +$221K | 0.12% | 65 |
|