Orion Portfolio Solutions’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.91M | Sell |
4,645
-307
| -6% | -$192K | 0.03% | 542 |
|
|
2024
Q4 | $3.49M | Buy |
4,952
+92
| +2% | +$64.8K | 0.03% | 440 |
|
|
2024
Q3 | $3.94M | Buy |
4,860
+581
| +14% | +$470K | 0.04% | 409 |
|
|
2024
Q2 | $2.77M | Buy |
4,279
+1,150
| +37% | +$744K | 0.03% | 501 |
|
|
2024
Q1 | $2.26M | Buy |
3,129
+1,016
| +48% | +$733K | 0.02% | 609 |
|
|
2023
Q4 | $1.16M | Buy |
2,113
+256
| +14% | +$141K | 0.01% | 885 |
|
|
2023
Q3 | $826K | Sell |
1,857
-3,782
| -67% | -$1.68M | 0.01% | 1011 |
|
|
2023
Q2 | $2.51M | Sell |
5,639
-993
| -15% | -$442K | 0.03% | 549 |
|
|
2023
Q1 | $2.62M | Buy |
6,632
+5,730
| +635% | +$2.27M | 0.03% | 483 |
|
|
2022
Q4 | $321K | Buy |
+902
| New | +$321K | 0.01% | 645 |
|
|
2020
Q3 | – | Sell |
-219
| Closed | -$33K | – | 1959 |
|
|
2020
Q2 | $33K | Sell |
219
-344
| -61% | -$51.8K | ﹤0.01% | 809 |
|
|
2020
Q1 | $58K | Buy |
563
+422
| +299% | +$43.5K | ﹤0.01% | 556 |
|
|
2019
Q4 | $24K | Buy |
+141
| New | +$24K | ﹤0.01% | 734 |
|