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