Sequoia Financial 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 | $1.39M | Buy |
1,844
+424
| +30% | +$319K | 0.01% | 574 |
|
|
2025
Q1 | $890K | Sell |
1,420
-139
| -9% | -$87.1K | 0.01% | 659 |
|
|
2024
Q4 | $1.1M | Buy |
1,559
+213
| +16% | +$150K | 0.01% | 553 |
|
|
2024
Q3 | $1.09M | Buy |
1,346
+140
| +12% | +$113K | 0.01% | 514 |
|
|
2024
Q2 | $780K | Buy |
1,206
+91
| +8% | +$58.9K | 0.01% | 550 |
|
|
2024
Q1 | $804K | Sell |
1,115
-585
| -34% | -$422K | 0.01% | 528 |
|
|
2023
Q4 | $975K | Buy |
1,700
+731
| +75% | +$419K | 0.01% | 533 |
|
|
2023
Q3 | $431K | Buy |
969
+17
| +2% | +$7.56K | 0.01% | 558 |
|
|
2023
Q2 | $424K | Buy |
952
+52
| +6% | +$23.2K | 0.01% | 576 |
|
|
2023
Q1 | $356K | Sell |
900
-49
| -5% | -$19.4K | 0.01% | 564 |
|
|
2022
Q4 | $337K | Buy |
+949
| New | +$337K | 0.01% | 549 |
|
|
2022
Q2 | – | Sell |
-611
| Closed | -$217K | – | 682 |
|
|
2022
Q1 | $217K | Buy |
+611
| New | +$217K | 0.01% | 599 |
|