NewEdge 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 | $1.86M | Sell |
2,472
-469
| -16% | -$353K | 0.01% | 971 |
|
2025
Q1 | $1.84M | Buy |
2,941
+240
| +9% | +$150K | 0.01% | 898 |
|
2024
Q4 | $1.9M | Buy |
2,701
+127
| +5% | +$89.5K | 0.01% | 845 |
|
2024
Q3 | $2.08M | Buy |
2,574
+297
| +13% | +$241K | 0.01% | 776 |
|
2024
Q2 | $1.47M | Sell |
2,277
-214
| -9% | -$138K | 0.01% | 894 |
|
2024
Q1 | $1.8M | Buy |
2,491
+704
| +39% | +$508K | 0.02% | 739 |
|
2023
Q4 | $1.03M | Buy |
1,787
+399
| +29% | +$229K | 0.01% | 921 |
|
2023
Q3 | $617K | Buy |
1,388
+209
| +18% | +$92.9K | 0.01% | 1078 |
|
2023
Q2 | $525K | Sell |
1,179
-2,219
| -65% | -$989K | 0.01% | 1165 |
|
2023
Q1 | $1.26M | Sell |
3,398
-545
| -14% | -$202K | 0.02% | 697 |
|
2022
Q4 | $626K | Buy |
3,943
+2,494
| +172% | +$396K | 0.02% | 689 |
|
2022
Q3 | $392K | Sell |
1,449
-325
| -18% | -$87.9K | 0.01% | 1077 |
|
2022
Q2 | $431K | Buy |
+1,774
| New | +$431K | 0.01% | 1053 |
|
2022
Q1 | – | Sell |
-1,880
| Closed | -$625K | – | 1623 |
|
2021
Q4 | $625K | Buy |
1,880
+897
| +91% | +$298K | 0.01% | 971 |
|
2021
Q3 | $345K | Sell |
983
-44
| -4% | -$15.4K | 0.01% | 854 |
|
2021
Q2 | $328K | Buy |
1,027
+216
| +27% | +$69K | 0.01% | 871 |
|
2021
Q1 | $267K | Buy |
+811
| New | +$267K | 0.01% | 852 |
|
2020
Q1 | – | Sell |
-1,606
| Closed | -$267K | – | 902 |
|
2019
Q4 | $267K | Sell |
1,606
-1,005
| -38% | -$167K | 0.01% | 691 |
|
2019
Q3 | $327K | Buy |
2,611
+59
| +2% | +$7.39K | 0.01% | 618 |
|
2019
Q2 | $338K | Sell |
2,552
-416
| -14% | -$55.1K | 0.02% | 498 |
|
2019
Q1 | $339K | Buy |
2,968
+84
| +3% | +$9.59K | 0.02% | 492 |
|
2018
Q4 | $296 | Buy |
2,884
+959
| +50% | +$98 | 0.02% | 483 |
|
2018
Q3 | $315K | Sell |
1,925
-1,019
| -35% | -$167K | 0.02% | 480 |
|
2018
Q2 | $426 | Sell |
2,944
-168
| -5% | -$24 | 0.04% | 337 |
|
2018
Q1 | $518K | Buy |
3,112
+1,683
| +118% | +$280K | 0.06% | 261 |
|
2017
Q4 | $246K | Hold |
1,429
| – | – | 0.03% | 355 |
|
2017
Q3 | $204K | Hold |
1,429
| – | – | 0.03% | 356 |
|
2017
Q2 | $162K | Buy |
+1,429
| New | +$162K | 0.03% | 348 |
|