PWS
Precision Wealth Strategies’s United Rentals URI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $448K | Buy |
594
+32
| +6% | +$24.1K | 0.15% | 116 |
|
2025
Q1 | $352K | Buy |
562
+82
| +17% | +$51.4K | 0.27% | 73 |
|
2024
Q4 | $338K | Buy |
480
+40
| +9% | +$28.2K | 0.26% | 93 |
|
2024
Q3 | $356K | Sell |
440
-9
| -2% | -$7.29K | 0.33% | 81 |
|
2024
Q2 | $290K | Buy |
449
+63
| +16% | +$40.7K | 0.3% | 84 |
|
2024
Q1 | $278K | Sell |
386
-9
| -2% | -$6.49K | 0.26% | 81 |
|
2023
Q4 | $227K | Buy |
+395
| New | +$227K | 0.22% | 76 |
|