Realta Investment 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 | $344K | Hold |
457
| – | – | 0.14% | 134 |
|
|
2025
Q1 | $286K | Buy |
457
+92
| +25% | +$57.6K | 0.13% | 143 |
|
|
2024
Q4 | $254K | Buy |
365
+90
| +33% | +$62.6K | 0.1% | 165 |
|
|
2024
Q3 | $230K | Buy |
+275
| New | +$230K | 0.11% | 168 |
|
|
2024
Q2 | – | Sell |
-374
| Closed | -$269K | – | 828 |
|
|
2024
Q1 | $269K | Sell |
374
-50
| -12% | -$36K | 0.06% | 340 |
|
|
2023
Q4 | $243K | Sell |
424
-31
| -7% | -$17.8K | 0.05% | 359 |
|
|
2023
Q3 | $203K | Hold |
455
| – | – | 0.05% | 382 |
|
|
2023
Q2 | $203K | Buy |
+455
| New | +$203K | 0.04% | 391 |
|
|
2023
Q1 | – | Sell |
-586
| Closed | -$208K | – | 790 |
|
|
2022
Q4 | $208K | Buy |
+586
| New | +$208K | 0.05% | 379 |
|
|
2020
Q1 | – | Sell |
-954
| Closed | -$147K | – | 1326 |
|
|
2019
Q4 | $147K | Buy |
954
+93
| +11% | +$14.3K | 0.04% | 407 |
|
|
2019
Q3 | $104K | Buy |
861
+89
| +12% | +$10.8K | 0.03% | 488 |
|
|
2019
Q2 | $102K | Buy |
772
+460
| +147% | +$60.8K | 0.03% | 494 |
|
|
2019
Q1 | $35K | Buy |
+312
| New | +$35K | 0.02% | 640 |
|