Patriot Financial Group Insurance Agency’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 | $878K | Buy |
1,165
+252
| +28% | +$190K | 0.1% | 225 |
|
|
2025
Q1 | $572K | Buy |
913
+106
| +13% | +$66.4K | 0.08% | 272 |
|
|
2024
Q4 | $568K | Buy |
807
+54
| +7% | +$38K | 0.08% | 265 |
|
|
2024
Q3 | $610K | Buy |
753
+71
| +10% | +$57.5K | 0.08% | 263 |
|
|
2024
Q2 | $441K | Buy |
682
+119
| +21% | +$76.9K | 0.06% | 288 |
|
|
2024
Q1 | $406K | Sell |
563
-71
| -11% | -$51.2K | 0.06% | 303 |
|
|
2023
Q4 | $363K | Buy |
634
+152
| +32% | +$87.1K | 0.07% | 298 |
|
|
2023
Q3 | $214K | Buy |
+482
| New | +$214K | 0.04% | 403 |
|
|
2022
Q3 | – | Sell |
-43
| Closed | -$10K | – | 1862 |
|
|
2022
Q2 | $10K | Sell |
43
-132
| -75% | -$30.7K | ﹤0.01% | 1262 |
|
|
2022
Q1 | $62K | Buy |
175
+10
| +6% | +$3.54K | 0.01% | 721 |
|
|
2021
Q4 | $55K | Buy |
165
+75
| +83% | +$25K | 0.01% | 829 |
|
|
2021
Q3 | $32K | Buy |
90
+27
| +43% | +$9.6K | 0.01% | 1025 |
|
|
2021
Q2 | $20K | Buy |
63
+43
| +215% | +$13.7K | ﹤0.01% | 1188 |
|
|
2021
Q1 | $7K | Buy |
+20
| New | +$7K | ﹤0.01% | 1481 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | -$1K | – | 1758 |
|
|
2019
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1266 |
|
|
2017
Q3 | – | Sell |
-42
| Closed | -$5K | – | 947 |
|
|
2017
Q2 | $5K | Buy |
+42
| New | +$5K | 0.01% | 689 |
|