Resonant Capital 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
$445K Buy
591
+125
+27% +$94.2K 0.03% 254
2025
Q1
$292K Sell
466
-14
-3% -$8.77K 0.02% 293
2024
Q4
$338K Buy
480
+6
+1% +$4.23K 0.02% 250
2024
Q3
$384K Buy
474
+15
+3% +$12.1K 0.03% 236
2024
Q2
$297K Buy
459
+11
+2% +$7.11K 0.02% 270
2024
Q1
$323K Buy
+448
New +$323K 0.03% 258