NWAM LLC’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 | $3.2M | Buy |
+3,637
| New | +$3.2M | 0.26% | 91 |
|
|
2025
Q1 | – | Sell |
-4,141
| Closed | -$2.92M | – | 604 |
|
|
2024
Q4 | $2.92M | Sell |
4,141
-82
| -2% | -$57.8K | 0.18% | 125 |
|
|
2024
Q3 | $3.42M | Buy |
+4,223
| New | +$3.42M | 0.21% | 109 |
|
|
2024
Q1 | – | Sell |
-1,431
| Closed | -$820K | – | 608 |
|
|
2023
Q4 | $820K | Sell |
1,431
-3,625
| -72% | -$2.08M | 0.07% | 259 |
|
|
2023
Q3 | $2.25M | Buy |
5,056
+178
| +4% | +$79.1K | 0.23% | 99 |
|
|
2023
Q2 | $2.17M | Buy |
+4,878
| New | +$2.17M | 0.18% | 120 |
|
|
2021
Q4 | – | Sell |
-666
| Closed | -$234K | – | 533 |
|
|
2021
Q3 | $234K | Buy |
666
+35
| +6% | +$12.3K | 0.02% | 447 |
|
|
2021
Q2 | $201K | Sell |
631
-95
| -13% | -$30.3K | 0.02% | 451 |
|
|
2021
Q1 | $239K | Sell |
726
-2,505
| -78% | -$825K | 0.02% | 427 |
|
|
2020
Q4 | $749K | Sell |
3,231
-11,098
| -77% | -$2.57M | 0.09% | 212 |
|
|
2020
Q3 | $2.5M | Buy |
14,329
+2,977
| +26% | +$519K | 0.41% | 71 |
|
|
2020
Q2 | $1.69M | Sell |
11,352
-296
| -3% | -$44.1K | 0.24% | 101 |
|
|
2020
Q1 | $1.2K | Buy |
11,648
+9,517
| +447% | +$980 | 0.03% | 140 |
|
|
2019
Q4 | $355K | Buy |
+2,131
| New | +$355K | 0.06% | 268 |
|