Regent Peak Wealth 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
Q1 | $207K | Buy |
331
+35
| +12% | +$21.9K | 0.05% | 161 |
|
|
2024
Q4 | $209K | Sell |
296
-2
| -0.7% | -$1.41K | 0.05% | 162 |
|
|
2024
Q3 | $241K | Buy |
+298
| New | +$241K | 0.06% | 146 |
|
|
2024
Q2 | – | Sell |
-291
| Closed | -$210K | – | 179 |
|
|
2024
Q1 | $210K | Buy |
+291
| New | +$210K | 0.05% | 157 |
|
|
2021
Q1 | – | Sell |
-284
| Closed | -$66K | – | 939 |
|
|
2020
Q4 | $66K | Buy |
+284
| New | +$66K | 0.02% | 267 |
|