Quantum 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 | $327K | Hold |
434
| – | – | 0.04% | 124 |
|
|
2025
Q1 | $272K | Hold |
434
| – | – | 0.04% | 131 |
|
|
2024
Q4 | $306K | Hold |
434
| – | – | 0.05% | 123 |
|
|
2024
Q3 | $351K | Hold |
434
| – | – | 0.06% | 113 |
|
|
2024
Q2 | $281K | Hold |
434
| – | – | 0.05% | 125 |
|
|
2024
Q1 | $313K | Hold |
434
| – | – | 0.06% | 110 |
|
|
2023
Q4 | $249K | Buy |
+434
| New | +$249K | 0.06% | 102 |
|