Optimum 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 | $170K | Hold |
225
| – | – | 0.07% | 194 |
|
|
2025
Q1 | $141K | Hold |
225
| – | – | 0.07% | 203 |
|
|
2024
Q4 | $158K | Sell |
225
-10
| -4% | -$7.04K | 0.07% | 202 |
|
|
2024
Q3 | $190K | Sell |
235
-15
| -6% | -$12.1K | 0.08% | 195 |
|
|
2024
Q2 | $162K | Hold |
250
| – | – | 0.07% | 210 |
|
|
2024
Q1 | $180K | Hold |
250
| – | – | 0.08% | 194 |
|
|
2023
Q4 | $143K | Sell |
250
-75
| -23% | -$43K | 0.07% | 213 |
|
|
2023
Q3 | $144K | Hold |
325
| – | – | 0.07% | 213 |
|
|
2023
Q2 | $145K | Sell |
325
-100
| -24% | -$44.5K | 0.07% | 227 |
|
|
2023
Q1 | $168K | Buy |
425
+200
| +89% | +$79.2K | 0.09% | 203 |
|
|
2022
Q4 | $80K | Buy |
+225
| New | +$80K | 0.04% | 303 |
|
|
2022
Q2 | – | Sell |
-25
| Closed | -$9K | – | 879 |
|
|
2022
Q1 | $9K | Hold |
25
| – | – | ﹤0.01% | 666 |
|
|
2021
Q4 | $8K | Hold |
25
| – | – | ﹤0.01% | 699 |
|
|
2021
Q3 | $9K | Hold |
25
| – | – | ﹤0.01% | 694 |
|
|
2021
Q2 | $8K | Hold |
25
| – | – | ﹤0.01% | 781 |
|
|
2021
Q1 | $8K | Hold |
25
| – | – | ﹤0.01% | 790 |
|
|
2020
Q4 | $6K | Sell |
25
-125
| -83% | -$30K | ﹤0.01% | 771 |
|
|
2020
Q3 | $26K | Buy |
150
+75
| +100% | +$13K | 0.01% | 560 |
|
|
2020
Q2 | $11K | Hold |
75
| – | – | ﹤0.01% | 688 |
|
|
2020
Q1 | $8K | Hold |
75
| – | – | ﹤0.01% | 711 |
|
|
2019
Q4 | $13K | Hold |
75
| – | – | ﹤0.01% | 741 |
|
|
2019
Q3 | $9K | Sell |
75
-205
| -73% | -$24.6K | ﹤0.01% | 824 |
|
|
2019
Q2 | $37K | Hold |
280
| – | – | 0.01% | 567 |
|
|
2019
Q1 | $32K | Buy |
280
+5
| +2% | +$571 | 0.01% | 607 |
|
|
2018
Q4 | $28K | Sell |
275
-975
| -78% | -$99.3K | 0.01% | 587 |
|
|
2018
Q3 | $205K | Buy |
1,250
+50
| +4% | +$8.2K | 0.06% | 304 |
|
|
2018
Q2 | $177K | Buy |
1,200
+250
| +26% | +$36.9K | 0.05% | 311 |
|
|
2018
Q1 | $164K | Buy |
+950
| New | +$164K | 0.05% | 319 |
|
|
2015
Q4 | – | Sell |
-3,790
| Closed | -$228K | – | 291 |
|
|
2015
Q3 | $228K | Buy |
+3,790
| New | +$228K | 0.09% | 237 |
|
|
2015
Q1 | $512K | Buy |
5,615
+2,025
| +56% | +$185K | 0.16% | 155 |
|
|
2014
Q4 | $366K | Buy |
3,590
+2,740
| +322% | +$279K | 0.12% | 185 |
|
|
2014
Q3 | $94K | Hold |
850
| – | – | 0.03% | 356 |
|
|
2014
Q2 | $89K | Buy |
+850
| New | +$89K | 0.03% | 364 |
|