Premier Path Wealth Partners’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 | $647K | Buy |
859
+91
| +12% | +$68.5K | 0.09% | 221 |
|
|
2025
Q1 | $481K | Sell |
768
-105
| -12% | -$65.8K | 0.07% | 237 |
|
|
2024
Q4 | $615K | Buy |
873
+20
| +2% | +$14.1K | 0.09% | 205 |
|
|
2024
Q3 | $690K | Buy |
853
+90
| +12% | +$72.8K | 0.11% | 193 |
|
|
2024
Q2 | $493K | Sell |
763
-6
| -0.8% | -$3.88K | 0.08% | 225 |
|
|
2024
Q1 | $556K | Buy |
769
+84
| +12% | +$60.7K | 0.1% | 191 |
|
|
2023
Q4 | $393K | Buy |
+685
| New | +$393K | 0.09% | 218 |
|