Semus Wealth Partners’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 | $1.16M | Sell |
1,539
-196
| -11% | -$148K | 0.75% | 33 |
|
2025
Q1 | $1.09M | Buy |
1,735
+203
| +13% | +$127K | 0.76% | 33 |
|
2024
Q4 | $1.08M | Buy |
1,532
+403
| +36% | +$284K | 0.71% | 32 |
|
2024
Q3 | $914K | Sell |
1,129
-297
| -21% | -$240K | 0.64% | 32 |
|
2024
Q2 | $922K | Buy |
1,426
+3
| +0.2% | +$1.94K | 0.71% | 31 |
|
2024
Q1 | $1.03M | Buy |
1,423
+4
| +0.3% | +$2.88K | 0.86% | 26 |
|
2023
Q4 | $814K | Buy |
1,419
+4
| +0.3% | +$2.29K | 0.67% | 34 |
|
2023
Q3 | $629K | Buy |
1,415
+5
| +0.4% | +$2.22K | 0.59% | 37 |
|
2023
Q2 | $628K | Buy |
1,410
+6
| +0.4% | +$2.67K | 0.58% | 40 |
|
2023
Q1 | $556K | Buy |
1,404
+204
| +17% | +$80.7K | 0.6% | 40 |
|
2022
Q4 | $427K | Buy |
+1,200
| New | +$427K | 0.52% | 52 |
|