Sequoia Financial Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.04M | Buy |
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|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $890K | Sell |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $780K | Buy |
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|
2024
Q1 | $804K | Sell |
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|
2023
Q4 | $975K | Buy |
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|
2023
Q3 | $431K | Buy |
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|
2023
Q2 | $424K | Buy |
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|
2023
Q1 | $356K | Sell |
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|
2022
Q4 | $337K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Buy |
|