Personal CFO Solutions’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 | $274K | Buy |
364
+27
| +8% | +$20.3K | 0.05% | 357 |
|
|
2025
Q1 | $211K | Buy |
+337
| New | +$211K | 0.04% | 414 |
|
|
2023
Q2 | – | Sell |
-624
| Closed | -$247K | – | 515 |
|
|
2023
Q1 | $247K | Sell |
624
-126
| -17% | -$49.9K | 0.05% | 370 |
|
|
2022
Q4 | $267K | Buy |
750
+2
| +0.3% | +$711 | 0.06% | 336 |
|
|
2022
Q3 | $202K | Buy |
+748
| New | +$202K | 0.05% | 373 |
|
|
2021
Q4 | – | Sell |
-2,474
| Closed | -$868K | – | 518 |
|
|
2021
Q3 | $868K | Sell |
2,474
-10
| -0.4% | -$3.51K | 0.18% | 119 |
|
|
2021
Q2 | $792K | Buy |
2,484
+103
| +4% | +$32.8K | 0.16% | 123 |
|
|
2021
Q1 | $784K | Buy |
2,381
+22
| +0.9% | +$7.24K | 0.17% | 115 |
|
|
2020
Q4 | $547K | Sell |
2,359
-1,052
| -31% | -$244K | 0.14% | 142 |
|
|
2020
Q3 | $1K | Sell |
3,411
-130
| -4% | -$38 | 0.33% | 122 |
|
|
2020
Q2 | $528K | Buy |
3,541
+622
| +21% | +$92.7K | 0.16% | 124 |
|
|
2020
Q1 | $300K | Sell |
2,919
-585
| -17% | -$60.1K | 0.11% | 174 |
|
|
2019
Q4 | $584K | Buy |
+3,504
| New | +$584K | 0.17% | 128 |
|