Prestige Wealth Management Group’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 | $181K | Hold |
240
| – | – | 0.04% | 169 |
|
|
2025
Q1 | $150K | Hold |
240
| – | – | 0.03% | 171 |
|
|
2024
Q4 | $169K | Hold |
240
| – | – | 0.04% | 164 |
|
|
2024
Q3 | $194K | Hold |
240
| – | – | 0.04% | 151 |
|
|
2024
Q2 | $155K | Hold |
240
| – | – | 0.03% | 149 |
|
|
2024
Q1 | $173K | Hold |
240
| – | – | 0.04% | 163 |
|
|
2023
Q4 | $138K | Buy |
240
+2
| +0.8% | +$1.15K | 0.03% | 162 |
|
|
2023
Q3 | $106K | Hold |
238
| – | – | 0.03% | 179 |
|
|
2023
Q2 | $106K | Hold |
238
| – | – | 0.03% | 198 |
|
|
2023
Q1 | $94.2K | Hold |
238
| – | – | 0.02% | 191 |
|
|
2022
Q4 | $84.6K | Buy |
238
+2
| +0.8% | +$711 | 0.02% | 207 |
|
|
2022
Q3 | $63K | Hold |
236
| – | – | 0.02% | 206 |
|
|
2022
Q2 | $58K | Hold |
236
| – | – | 0.02% | 223 |
|
|
2022
Q1 | $84K | Hold |
236
| – | – | 0.02% | 204 |
|
|
2021
Q4 | $78K | Hold |
236
| – | – | 0.02% | 226 |
|
|
2021
Q3 | $83K | Hold |
236
| – | – | 0.02% | 206 |
|
|
2021
Q2 | $75K | Hold |
236
| – | – | 0.02% | 205 |
|
|
2021
Q1 | $78K | Sell |
236
-4
| -2% | -$1.32K | 0.02% | 204 |
|
|
2020
Q4 | $55K | Hold |
240
| – | – | 0.02% | 240 |
|
|
2020
Q3 | $42K | Hold |
240
| – | – | 0.01% | 268 |
|
|
2020
Q2 | $36K | Hold |
240
| – | – | 0.01% | 264 |
|
|
2020
Q1 | $25K | Buy |
240
+35
| +17% | +$3.65K | 0.01% | 252 |
|
|
2019
Q4 | $34K | Hold |
205
| – | – | 0.02% | 235 |
|
|
2019
Q3 | $26K | Hold |
205
| – | – | 0.02% | 248 |
|
|
2019
Q2 | $27K | Hold |
205
| – | – | 0.02% | 237 |
|
|
2019
Q1 | $23K | Sell |
205
-63
| -24% | -$7.07K | 0.01% | 259 |
|
|
2018
Q4 | $27K | Buy |
+268
| New | +$27K | 0.02% | 268 |
|