Optimum 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
Q3 | $215K | Hold |
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|
2025
Q2 | $170K | Hold |
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|
2025
Q1 | $141K | Hold |
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|
2024
Q4 | $158K | Sell |
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|
2024
Q3 | $190K | Sell |
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|
2024
Q2 | $162K | Hold |
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|
2024
Q1 | $180K | Hold |
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|
2023
Q4 | $143K | Sell |
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|
2023
Q3 | $144K | Hold |
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|
2023
Q2 | $145K | Sell |
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|
2023
Q1 | $168K | Buy |
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|
2022
Q4 | $80K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $9K | Hold |
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|
2021
Q4 | $8K | Hold |
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|
2021
Q3 | $9K | Hold |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $8K | Hold |
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|
2020
Q4 | $6K | Sell |
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|
2020
Q3 | $26K | Buy |
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|
2020
Q2 | $11K | Hold |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $9K | Sell |
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|
2019
Q2 | $37K | Hold |
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|
2019
Q1 | $32K | Buy |
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|
2018
Q4 | $28K | Sell |
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|
2018
Q3 | $205K | Buy |
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|
2018
Q2 | $177K | Buy |
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|
2018
Q1 | $164K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $228K | Buy |
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|
2015
Q1 | $512K | Buy |
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|
2014
Q4 | $366K | Buy |
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|
2014
Q3 | $94K | Hold |
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|
2014
Q2 | $89K | Buy |
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