OneDigital Investment Advisors’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$710K Sell
2025
Q1
$632K Buy
2024
Q4
$484K Buy
2024
Q3
$526K Buy
2024
Q2
$407K Buy
2024
Q1
$443K Buy
2023
Q4
$302K Buy
2023
Q1
Sell
2022
Q4
$1.53M Hold
2022
Q3
$1.17M Hold
2022
Q2
$1.05M Sell
2022
Q1
$1.58M Sell
2021
Q4
$1.52M Buy
2021
Q3
$1.59M Sell
2021
Q2
$1.45M Buy
2021
Q1
$1.44M Sell
2020
Q4
$1.02M Buy