Paragon Private Wealth Management’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 | $1.09M | Buy |
1,452
+330
| +29% | +$249K | 0.44% | 67 |
|
|
2025
Q1 | $703K | Buy |
1,122
+136
| +14% | +$85.2K | 0.33% | 87 |
|
|
2024
Q4 | $695K | Buy |
986
+119
| +14% | +$83.8K | 0.32% | 87 |
|
|
2024
Q3 | $702K | Buy |
867
+61
| +8% | +$49.4K | 0.35% | 81 |
|
|
2024
Q2 | $521K | Sell |
806
-41
| -5% | -$26.5K | 0.29% | 93 |
|
|
2024
Q1 | $611K | Buy |
847
+139
| +20% | +$100K | 0.36% | 83 |
|
|
2023
Q4 | $406K | Buy |
708
+46
| +7% | +$26.4K | 0.28% | 98 |
|
|
2023
Q3 | $294K | Buy |
662
+28
| +4% | +$12.4K | 0.24% | 98 |
|
|
2023
Q2 | $282K | Hold |
634
| – | – | 0.22% | 104 |
|
|
2023
Q1 | $251K | Hold |
634
| – | – | 0.21% | 110 |
|
|
2022
Q4 | $225K | Buy |
+634
| New | +$225K | 0.2% | 116 |
|