Perigon 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 | $421K | Sell |
559
-25
| -4% | -$18.8K | 0.01% | 727 |
|
|
2025
Q1 | $366K | Sell |
584
-22
| -4% | -$13.8K | 0.01% | 736 |
|
|
2024
Q4 | $459K | Buy |
606
+27
| +5% | +$20.4K | 0.01% | 663 |
|
|
2024
Q3 | $469K | Buy |
579
+39
| +7% | +$31.6K | 0.01% | 634 |
|
|
2024
Q2 | $349K | Sell |
540
-5
| -0.9% | -$3.24K | 0.01% | 636 |
|
|
2024
Q1 | $393K | Sell |
545
-87
| -14% | -$62.8K | 0.01% | 596 |
|
|
2023
Q4 | $362K | Buy |
632
+89
| +16% | +$51K | 0.01% | 599 |
|
|
2023
Q3 | $241K | Sell |
543
-4
| -0.7% | -$1.78K | 0.01% | 667 |
|
|
2023
Q2 | $244K | Buy |
+547
| New | +$244K | 0.01% | 679 |
|
|
2023
Q1 | – | Sell |
-666
| Closed | -$237K | – | 731 |
|
|
2022
Q4 | $237K | Buy |
+666
| New | +$237K | 0.01% | 606 |
|
|
2022
Q1 | – | Sell |
-718
| Closed | -$239K | – | 649 |
|
|
2021
Q4 | $239K | Sell |
718
-93
| -11% | -$31K | 0.02% | 510 |
|
|
2021
Q3 | $285K | Buy |
+811
| New | +$285K | 0.02% | 429 |
|
|
2021
Q1 | – | Sell |
-529
| Closed | -$123K | – | 997 |
|
|
2020
Q4 | $123K | Buy |
+529
| New | +$123K | 0.01% | 499 |
|