RWM
RKL Wealth Management’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2M | Sell |
6,900
-226
| -3% | -$170K | 0.46% | 31 |
|
|
2025
Q1 | $4.47M | Sell |
7,126
-90
| -1% | -$56.4K | 0.42% | 39 |
|
|
2024
Q4 | $5.08M | Sell |
7,216
-186
| -3% | -$131K | 0.45% | 33 |
|
|
2024
Q3 | $5.99M | Sell |
7,402
-68
| -0.9% | -$55.1K | 0.54% | 32 |
|
|
2024
Q2 | $4.83M | Buy |
7,470
+149
| +2% | +$96.4K | 0.47% | 33 |
|
|
2024
Q1 | $5.28M | Buy |
7,321
+87
| +1% | +$62.7K | 0.52% | 32 |
|
|
2023
Q4 | $4.15M | Buy |
7,234
+112
| +2% | +$64.2K | 0.45% | 36 |
|
|
2023
Q3 | $3.17M | Sell |
7,122
-235
| -3% | -$104K | 0.39% | 41 |
|
|
2023
Q2 | $3.28M | Sell |
7,357
-44
| -0.6% | -$19.6K | 0.39% | 40 |
|
|
2023
Q1 | $2.93M | Sell |
7,401
-207
| -3% | -$81.9K | 0.37% | 42 |
|
|
2022
Q4 | $2.7M | Sell |
7,608
-38
| -0.5% | -$13.5K | 0.36% | 41 |
|
|
2022
Q3 | $2.07M | Sell |
7,646
-159
| -2% | -$42.9K | 0.3% | 51 |
|
|
2022
Q2 | $1.9M | Sell |
7,805
-153
| -2% | -$37.2K | 0.26% | 54 |
|
|
2022
Q1 | $2.83M | Buy |
7,958
+330
| +4% | +$117K | 0.34% | 43 |
|
|
2021
Q4 | $2.54M | Sell |
7,628
-16
| -0.2% | -$5.32K | 0.3% | 50 |
|
|
2021
Q3 | $2.68M | Sell |
7,644
-67
| -0.9% | -$23.5K | 0.34% | 44 |
|
|
2021
Q2 | $2.46M | Sell |
7,711
-420
| -5% | -$134K | 0.31% | 47 |
|
|
2021
Q1 | $2.68M | Sell |
8,131
-752
| -8% | -$248K | 0.36% | 42 |
|
|
2020
Q4 | $2.06M | Sell |
8,883
-325
| -4% | -$75.4K | 0.29% | 51 |
|
|
2020
Q3 | $1.61M | Sell |
9,208
-8
| -0.1% | -$1.4K | 0.26% | 56 |
|
|
2020
Q2 | $1.37M | Buy |
9,216
+322
| +4% | +$48K | 0.24% | 59 |
|
|
2020
Q1 | $915K | Sell |
8,894
-300
| -3% | -$30.9K | 0.19% | 68 |
|
|
2019
Q4 | $1.53M | Sell |
9,194
-302
| -3% | -$50.4K | 0.28% | 62 |
|
|
2019
Q3 | $1.18M | Sell |
9,496
-22
| -0.2% | -$2.73K | 0.22% | 69 |
|
|
2019
Q2 | $1.26M | Buy |
9,518
+51
| +0.5% | +$6.77K | 0.23% | 66 |
|
|
2019
Q1 | $1.08M | Sell |
9,467
-23
| -0.2% | -$2.63K | 0.21% | 72 |
|
|
2018
Q4 | $971K | Buy |
9,490
+73
| +0.8% | +$7.47K | 0.22% | 74 |
|
|
2018
Q3 | $1.54M | Buy |
9,417
+34
| +0.4% | +$5.57K | 0.33% | 59 |
|
|
2018
Q2 | $1.38M | Sell |
9,383
-78
| -0.8% | -$11.5K | 0.31% | 63 |
|
|
2018
Q1 | $1.64M | Buy |
9,461
+262
| +3% | +$45.4K | 0.39% | 53 |
|
|
2017
Q4 | $1.59M | Buy |
9,199
+508
| +6% | +$87.6K | 0.39% | 56 |
|
|
2017
Q3 | $1.2M | Buy |
8,691
+1,497
| +21% | +$207K | 0.34% | 60 |
|
|
2017
Q2 | $814K | Buy |
7,194
+2,348
| +48% | +$266K | 0.26% | 88 |
|
|
2017
Q1 | $605K | Buy |
4,846
+2,556
| +112% | +$319K | 0.24% | 66 |
|
|
2016
Q4 | $242K | Buy |
+2,290
| New | +$242K | 0.12% | 85 |
|