OneDigital Investment 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 | $710K | Sell |
943
-66
| -7% | -$49.7K | 0.01% | 761 |
|
|
2025
Q1 | $632K | Buy |
1,009
+322
| +47% | +$202K | 0.01% | 771 |
|
|
2024
Q4 | $484K | Buy |
687
+37
| +6% | +$26.1K | 0.01% | 902 |
|
|
2024
Q3 | $526K | Buy |
650
+20
| +3% | +$16.2K | 0.01% | 920 |
|
|
2024
Q2 | $407K | Buy |
630
+15
| +2% | +$9.7K | 0.01% | 978 |
|
|
2024
Q1 | $443K | Buy |
615
+89
| +17% | +$64.2K | 0.01% | 776 |
|
|
2023
Q4 | $302K | Buy |
+526
| New | +$302K | 0.01% | 905 |
|
|
2023
Q1 | – | Sell |
-4,317
| Closed | -$1.53M | – | 992 |
|
|
2022
Q4 | $1.53M | Hold |
4,317
| – | – | 0.04% | 288 |
|
|
2022
Q3 | $1.17M | Hold |
4,317
| – | – | 0.04% | 260 |
|
|
2022
Q2 | $1.05M | Sell |
4,317
-137
| -3% | -$33.3K | 0.05% | 248 |
|
|
2022
Q1 | $1.58M | Sell |
4,454
-129
| -3% | -$45.8K | 0.06% | 197 |
|
|
2021
Q4 | $1.52M | Buy |
4,583
+64
| +1% | +$21.3K | 0.05% | 202 |
|
|
2021
Q3 | $1.59M | Sell |
4,519
-20
| -0.4% | -$7.02K | 0.06% | 188 |
|
|
2021
Q2 | $1.45M | Buy |
4,539
+164
| +4% | +$52.3K | 0.06% | 201 |
|
|
2021
Q1 | $1.44M | Sell |
4,375
-35
| -0.8% | -$11.5K | 0.07% | 200 |
|
|
2020
Q4 | $1.02M | Buy |
+4,410
| New | +$1.02M | 0.05% | 226 |
|