Realta Investment Advisors’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$436K Hold
2025
Q2
$344K Hold
2025
Q1
$286K Buy
2024
Q4
$254K Buy
2024
Q3
$230K Buy
2024
Q2
Sell
2024
Q1
$269K Sell
2023
Q4
$243K Sell
2023
Q3
$203K Hold
2023
Q2
$203K Buy
2023
Q1
Sell
2022
Q4
$208K Buy
2020
Q1
Sell
2019
Q4
$147K Buy
2019
Q3
$104K Buy
2019
Q2
$102K Buy
2019
Q1
$35K Buy