Prospera Financial Services’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.01M | Sell |
4,128
-26
| -0.6% | -$21.8K | 0.05% | 392 |
|
|
2025
Q4 | $3.36M | Buy |
4,154
+101
| +2% | +$87.7K | 0.06% | 344 |
|
|
2025
Q3 | $3.87M | Buy |
4,053
+518
| +15% | +$462K | 0.07% | 308 |
|
|
2025
Q2 | $2.66M | Buy |
3,535
+2,420
| +217% | +$1.62M | 0.05% | 390 |
|
|
2025
Q1 | $699K | Buy |
1,115
+462
| +71% | +$318K | 0.02% | 670 |
|
|
2024
Q4 | $460K | Sell |
653
-280
| -30% | -$228K | 0.01% | 767 |
|
|
2024
Q3 | $756K | Buy |
933
+156
| +20% | +$112K | 0.02% | 586 |
|
|
2024
Q2 | $503K | Buy |
777
+87
| +13% | +$57.8K | 0.01% | 711 |
|
|
2024
Q1 | $498K | Sell |
690
-4
| -0.6% | -$2.57K | 0.01% | 715 |
|
|
2023
Q4 | $398K | Sell |
694
-88
| -11% | -$41.5K | 0.01% | 730 |
|
|
2023
Q3 | $348K | Buy |
782
+19
| +2% | +$8.7K | 0.01% | 743 |
|
|
2023
Q2 | $340K | Buy |
763
+82
| +12% | +$30.4K | 0.01% | 744 |
|
|
2023
Q1 | $270K | Hold |
681
| – | – | 0.01% | 816 |
|
|
2022
Q4 | $242K | Buy |
+681
| New | +$224K | 0.01% | 781 |
|
|
2022
Q3 | – | Sell |
-505
| Closed | -$123K | – | 1549 |
|
|
2022
Q2 | $123K | Sell |
505
-258
| -34% | -$75.9K | 0.01% | 849 |
|
|
2022
Q1 | $271K | Buy |
763
+12
| +2% | +$3.92K | 0.01% | 773 |
|
|
2021
Q4 | $249K | Hold |
751
| – | – | 0.01% | 762 |
|
|
2021
Q3 | $264K | Buy |
751
+25
| +3% | +$8.39K | 0.01% | 694 |
|
|
2021
Q2 | $232K | Sell |
726
-38
| -5% | -$12.3K | 0.01% | 726 |
|
|
2021
Q1 | $252K | Buy |
+764
| New | +$216K | 0.02% | 668 |
|
|
2020
Q4 | – | Sell |
-839
| Closed | -$146K | – | 1525 |
|
|
2020
Q3 | $146K | Buy |
+839
| New | +$141K | 0.06% | 310 |
|
|
2020
Q2 | – | Sell |
-1,982
| Closed | -$204K | – | 604 |
|
|
2020
Q1 | $204K | Buy |
1,982
+320
| +19% | +$42.4K | 0.02% | 463 |
|
|
2019
Q4 | $277K | Sell |
1,662
-4,204
| -72% | -$611K | 0.02% | 499 |
|
|
2019
Q3 | $731K | Buy |
5,866
+3,255
| +125% | +$395K | 0.08% | 224 |
|
|
2019
Q2 | $346K | Sell |
2,611
-989
| -27% | -$126K | 0.04% | 373 |
|
|
2019
Q1 | $447K | Buy |
+3,600
| New | +$445K | 0.15% | 185 |
|
|
2016
Q2 | – | Sell |
-3,475
| Closed | -$216K | – | 375 |
|
|
2016
Q1 | $216K | Buy |
3,475
+350
| +11% | +$19.5K | 0.05% | 286 |
|
|
2015
Q4 | $227K | Sell |
3,125
-675
| -18% | -$48.8K | 0.05% | 241 |
|
|
2015
Q3 | $228K | Buy |
3,800
+300
| +9% | +$20.8K | 0.06% | 234 |
|
|
2015
Q2 | $307K | Buy |
+3,500
| New | +$335K | 0.07% | 198 |
|
Other funds holding URI
VCM
VPM
