SageView Advisory Group’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-650
| Closed | -$458K | – | 621 |
|
|
2024
Q4 | $458K | Sell |
650
-32
| -5% | -$22.5K | 0.02% | 359 |
|
|
2024
Q3 | $552K | Buy |
682
+54
| +9% | +$43.7K | 0.03% | 290 |
|
|
2024
Q2 | $406K | Sell |
628
-3,203
| -84% | -$2.07M | 0.02% | 373 |
|
|
2024
Q1 | $942K | Buy |
3,831
+3,018
| +371% | +$742K | 0.05% | 210 |
|
|
2023
Q4 | $523K | Buy |
+813
| New | +$523K | 0.02% | 384 |
|