Northwestern Mutual Wealth Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.97M | Buy |
6,816
+730
| +12% | +$613K | ﹤0.01% | 808 |
|
|
2025
Q4 | $4.92M | Buy |
6,086
+261
| +4% | +$227K | ﹤0.01% | 776 |
|
|
2025
Q3 | $5.56M | Sell |
5,825
-913
| -14% | -$814K | ﹤0.01% | 705 |
|
|
2025
Q2 | $5.08M | Buy |
6,738
+266
| +4% | +$178K | ﹤0.01% | 678 |
|
|
2025
Q1 | $4.06M | Sell |
6,472
-6,588
| -50% | -$4.53M | ﹤0.01% | 716 |
|
|
2024
Q4 | $9.2M | Buy |
13,060
+844
| +7% | +$686K | 0.01% | 483 |
|
|
2024
Q3 | $9.89M | Buy |
12,216
+1,102
| +10% | +$793K | 0.01% | 457 |
|
|
2024
Q2 | $7.19M | Buy |
11,114
+541
| +5% | +$360K | 0.01% | 500 |
|
|
2024
Q1 | $7.63M | Buy |
10,573
+597
| +6% | +$383K | 0.01% | 477 |
|
|
2023
Q4 | $5.72M | Sell |
9,976
-276
| -3% | -$130K | 0.01% | 505 |
|
|
2023
Q3 | $4.56M | Buy |
10,252
+628
| +7% | +$287K | 0.01% | 523 |
|
|
2023
Q2 | $4.29M | Buy |
9,624
+230
| +2% | +$85.2K | 0.01% | 530 |
|
|
2023
Q1 | $3.72M | Sell |
9,394
-35
| -0.4% | -$14.7K | 0.01% | 534 |
|
|
2022
Q4 | $3.35M | Buy |
9,429
+3,939
| +72% | +$1.29M | 0.01% | 549 |
|
|
2022
Q3 | $1.48M | Buy |
5,490
+960
| +21% | +$279K | ﹤0.01% | 710 |
|
|
2022
Q2 | $1.1M | Sell |
4,530
-2,416
| -35% | -$711K | ﹤0.01% | 800 |
|
|
2022
Q1 | $2.47M | Sell |
6,946
-6,359
| -48% | -$2.08M | ﹤0.01% | 593 |
|
|
2021
Q4 | $4.42M | Buy |
13,305
+407
| +3% | +$145K | 0.01% | 432 |
|
|
2021
Q3 | $4.53M | Sell |
12,898
-228
| -2% | -$76.5K | 0.01% | 394 |
|
|
2021
Q2 | $4.19M | Buy |
13,126
+9,182
| +233% | +$2.96M | 0.01% | 407 |
|
|
2021
Q1 | $1.3M | Buy |
3,944
+176
| +5% | +$49.8K | ﹤0.01% | 619 |
|
|
2020
Q4 | $874K | Buy |
3,768
+132
| +4% | +$27.9K | ﹤0.01% | 680 |
|
|
2020
Q3 | $634K | Sell |
3,636
-406
| -10% | -$68.3K | ﹤0.01% | 693 |
|
|
2020
Q2 | $602K | Sell |
4,042
-398
| -9% | -$50.5K | ﹤0.01% | 655 |
|
|
2020
Q1 | $457K | Buy |
4,440
+1,248
| +39% | +$165K | ﹤0.01% | 654 |
|
|
2019
Q4 | $532K | Buy |
3,192
+176
| +6% | +$25.6K | ﹤0.01% | 669 |
|
|
2019
Q3 | $376K | Buy |
3,016
+372
| +14% | +$45.1K | ﹤0.01% | 704 |
|
|
2019
Q2 | $351K | Sell |
2,644
-3,710
| -58% | -$471K | ﹤0.01% | 725 |
|
|
2019
Q1 | $726K | Buy |
6,354
+1,083
| +21% | +$134K | ﹤0.01% | 510 |
|
|
2018
Q4 | $540K | Sell |
5,271
-1,127
| -18% | -$136K | ﹤0.01% | 544 |
|
|
2018
Q3 | $984K | Buy |
6,398
+116
| +2% | +$18.1K | 0.01% | 437 |
|
|
2018
Q2 | $927K | Buy |
6,282
+349
| +6% | +$57K | 0.01% | 432 |
|
|
2018
Q1 | $1.02M | Buy |
5,933
+2,050
| +53% | +$364K | 0.01% | 391 |
|
|
2017
Q4 | $667K | Sell |
3,883
-1,226
| -24% | -$187K | ﹤0.01% | 451 |
|
|
2017
Q3 | $709K | Buy |
5,109
+222
| +5% | +$26.5K | 0.01% | 416 |
|
|
2017
Q2 | $551K | Buy |
4,887
+287
| +6% | +$32K | ﹤0.01% | 456 |
|
|
2017
Q1 | $575K | Sell |
4,600
-5,025
| -52% | -$611K | 0.01% | 429 |
|
|
2016
Q4 | $1.1M | Buy |
+9,625
| New | +$876K | 0.01% | 322 |
|
|
2016
Q3 | – | Sell |
-18
| Closed | -$1K | – | 1454 |
|
|
2016
Q2 | $1K | Sell |
18
-103
| -85% | -$6.73K | ﹤0.01% | 1984 |
|
|
2016
Q1 | $8K | Buy |
+121
| New | +$6.73K | ﹤0.01% | 1517 |
|
|
2015
Q3 | – | Sell |
-131
| Closed | -$11K | – | 1842 |
|
|
2015
Q2 | $11K | Buy |
131
+21
| +19% | +$2.01K | ﹤0.01% | 982 |
|
|
2015
Q1 | $10K | Sell |
110
-446
| -80% | -$40.1K | ﹤0.01% | 1047 |
|
|
2014
Q4 | $57K | Buy |
+556
| New | +$59.6K | ﹤0.01% | 625 |
|
|
2013
Q4 | – | Sell |
-90
| Closed | -$5K | – | 1569 |
|
|
2013
Q3 | $5K | Buy |
+90
| New | +$4.99K | ﹤0.01% | 1023 |
|
Other funds holding URI
VCM
VPM
