One Wealth 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 | $1.35M | Buy |
1,794
+694
| +63% | +$523K | 0.19% | 79 |
|
|
2025
Q1 | $689K | Buy |
+1,100
| New | +$689K | 0.1% | 117 |
|
|
2024
Q4 | – | Sell |
-314
| Closed | -$254K | – | 290 |
|
|
2024
Q3 | $254K | Hold |
314
| – | – | 0.04% | 223 |
|
|
2024
Q2 | $219K | Buy |
314
+12
| +4% | +$8.35K | 0.05% | 214 |
|
|
2024
Q1 | $218K | Buy |
+302
| New | +$218K | 0.04% | 230 |
|
|
2023
Q1 | – | Sell |
-252
| Closed | -$89.6K | – | 575 |
|
|
2022
Q4 | $89.6K | Buy |
+252
| New | +$89.6K | 0.02% | 308 |
|
|
2021
Q3 | – | Sell |
-907
| Closed | -$289K | – | 235 |
|
|
2021
Q2 | $289K | Sell |
907
-422
| -32% | -$134K | 0.09% | 130 |
|
|
2021
Q1 | $438K | Buy |
1,329
+309
| +30% | +$102K | 0.17% | 75 |
|
|
2020
Q4 | $237K | Buy |
+1,020
| New | +$237K | 0.13% | 105 |
|
|
2019
Q2 | – | Sell |
-109
| Closed | -$12K | – | 475 |
|
|
2019
Q1 | $12K | Buy |
+109
| New | +$12K | 0.01% | 308 |
|
|
2018
Q4 | – | Sell |
-690
| Closed | -$113K | – | 451 |
|
|
2018
Q3 | $113K | Sell |
690
-5
| -0.7% | -$819 | 0.09% | 179 |
|
|
2018
Q2 | $103K | Buy |
695
+79
| +13% | +$11.7K | 0.08% | 188 |
|
|
2018
Q1 | $106K | Sell |
616
-48
| -7% | -$8.26K | 0.09% | 169 |
|
|
2017
Q4 | $114K | Buy |
+664
| New | +$114K | 0.09% | 181 |
|