Plante Moran Financial Advisors’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 | $5.27K | Sell |
7
-113
| -94% | -$85.1K | ﹤0.01% | 627 |
|
|
2025
Q1 | $75.2K | Buy |
+120
| New | +$75.2K | 0.01% | 280 |
|
|
2024
Q1 | – | Sell |
-3
| Closed | -$1.72K | – | 952 |
|
|
2023
Q4 | $1.72K | Buy |
+3
| New | +$1.72K | ﹤0.01% | 738 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$1.42K | – | 948 |
|
|
2022
Q4 | $1.42K | Sell |
4
-7
| -64% | -$2.49K | ﹤0.01% | 755 |
|
|
2022
Q3 | $3K | Sell |
11
-20
| -65% | -$5.46K | ﹤0.01% | 766 |
|
|
2022
Q2 | $8K | Sell |
31
-80
| -72% | -$20.6K | ﹤0.01% | 652 |
|
|
2022
Q1 | $39K | Sell |
111
-64
| -37% | -$22.5K | 0.01% | 371 |
|
|
2021
Q4 | $58K | Buy |
175
+64
| +58% | +$21.2K | 0.01% | 334 |
|
|
2021
Q3 | $39K | Sell |
111
-15
| -12% | -$5.27K | 0.01% | 426 |
|
|
2021
Q2 | $40K | Buy |
126
+115
| +1,045% | +$36.5K | 0.01% | 421 |
|
|
2021
Q1 | $4K | Hold |
11
| – | – | ﹤0.01% | 831 |
|
|
2020
Q4 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 755 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$11K | – | 842 |
|
|
2019
Q1 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 540 |
|
|
2018
Q2 | – | Sell |
-66
| Closed | -$11K | – | 971 |
|
|
2018
Q1 | $11K | Buy |
66
+10
| +18% | +$1.67K | 0.01% | 594 |
|
|
2017
Q4 | $10K | Buy |
56
+21
| +60% | +$3.75K | 0.01% | 601 |
|
|
2017
Q3 | $5K | Hold |
35
| – | – | ﹤0.01% | 661 |
|
|
2017
Q2 | $4K | Hold |
35
| – | – | ﹤0.01% | 700 |
|
|
2017
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 737 |
|
|
2016
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 773 |
|
|
2016
Q3 | $3K | Sell |
35
-231
| -87% | -$19.8K | ﹤0.01% | 803 |
|
|
2016
Q2 | $18K | Buy |
266
+231
| +660% | +$15.6K | 0.01% | 448 |
|
|
2016
Q1 | $2K | Buy |
35
+10
| +40% | +$571 | ﹤0.01% | 756 |
|
|
2015
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 875 |
|