Sigma Planning Corp’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.37M | Sell |
1,887
-171
| -8% | -$144K | 0.04% | 452 |
|
|
2025
Q4 | $1.67M | Sell |
2,058
-38
| -2% | -$33K | 0.05% | 366 |
|
|
2025
Q3 | $2M | Sell |
2,096
-150
| -7% | -$134K | 0.06% | 324 |
|
|
2025
Q2 | $1.69M | Sell |
2,246
-65
| -3% | -$43.5K | 0.05% | 350 |
|
|
2025
Q1 | $1.45M | Buy |
2,311
+383
| +20% | +$263K | 0.05% | 369 |
|
|
2024
Q4 | $1.36M | Sell |
1,928
-53
| -3% | -$43.1K | 0.04% | 388 |
|
|
2024
Q3 | $1.6M | Buy |
1,981
+83
| +4% | +$59.7K | 0.05% | 354 |
|
|
2024
Q2 | $1.23M | Buy |
1,898
+56
| +3% | +$37.2K | 0.04% | 419 |
|
|
2024
Q1 | $1.33M | Buy |
1,842
+1,157
| +169% | +$742K | 0.04% | 418 |
|
|
2023
Q4 | $393K | Sell |
685
-1,561
| -70% | -$736K | 0.03% | 538 |
|
|
2023
Q3 | $999K | Buy |
2,246
+134
| +6% | +$61.3K | 0.04% | 466 |
|
|
2023
Q2 | $941K | Sell |
2,112
-504
| -19% | -$187K | 0.03% | 475 |
|
|
2023
Q1 | $1.04M | Buy |
2,616
+113
| +5% | +$47.5K | 0.03% | 499 |
|
|
2022
Q4 | $890K | Sell |
2,503
-35
| -1% | -$11.5K | 0.03% | 536 |
|
|
2022
Q3 | $686K | Buy |
2,538
+8
| +0.3% | +$2.33K | 0.03% | 603 |
|
|
2022
Q2 | $615K | Buy |
2,530
+59
| +2% | +$17.4K | 0.02% | 671 |
|
|
2022
Q1 | $878K | Buy |
2,471
+771
| +45% | +$252K | 0.03% | 596 |
|
|
2021
Q4 | $565K | Buy |
1,700
+455
| +37% | +$162K | 0.02% | 800 |
|
|
2021
Q3 | $437K | Buy |
1,245
+18
| +1% | +$6.04K | 0.01% | 877 |
|
|
2021
Q2 | $391K | Sell |
1,227
-41
| -3% | -$13.2K | 0.01% | 942 |
|
|
2021
Q1 | $418K | Sell |
1,268
-26
| -2% | -$7.36K | 0.01% | 844 |
|
|
2020
Q4 | $300K | Sell |
1,294
-111
| -8% | -$23.4K | 0.01% | 902 |
|
|
2020
Q3 | $245K | Buy |
+1,405
| New | +$236K | 0.01% | 874 |
|
|
2020
Q1 | – | Sell |
-2,845
| Closed | -$474K | – | 1107 |
|
|
2019
Q4 | $474K | Sell |
2,845
-627
| -18% | -$91.1K | 0.02% | 616 |
|
|
2019
Q3 | $433K | Buy |
3,472
+1,635
| +89% | +$198K | 0.02% | 628 |
|
|
2019
Q2 | $244K | Buy |
+1,837
| New | +$233K | 0.01% | 824 |
|
|
2019
Q1 | – | Sell |
-2,288
| Closed | -$235K | – | 992 |
|
|
2018
Q4 | $235K | Buy |
+2,288
| New | +$276K | 0.02% | 692 |
|
|
2018
Q3 | – | Sell |
-1,997
| Closed | -$295K | – | 1003 |
|
|
2018
Q2 | $295K | Buy |
+1,997
| New | +$326K | 0.02% | 655 |
|
|
2018
Q1 | – | Sell |
-1,223
| Closed | -$210K | – | 919 |
|
|
2017
Q4 | $210K | Buy |
+1,223
| New | +$186K | 0.02% | 759 |
|
|
2016
Q1 | – | Sell |
-2,996
| Closed | -$217K | – | 778 |
|
|
2015
Q4 | $217K | Buy |
+2,996
| New | +$217K | 0.03% | 572 |
|
|
2015
Q3 | – | Sell |
-3,213
| Closed | -$282K | – | 752 |
|
|
2015
Q2 | $282K | Buy |
+3,213
| New | +$308K | 0.04% | 505 |
|
Other funds holding URI
VCM
VPM
