Spire Wealth Management’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 | $1.28M | Sell |
1,761
-113
| -6% | -$94.9K | 0.04% | 346 |
|
|
2025
Q4 | $1.52M | Buy |
1,874
+67
| +4% | +$58.2K | 0.05% | 314 |
|
|
2025
Q3 | $1.73M | Buy |
1,807
+46
| +3% | +$41K | 0.06% | 270 |
|
|
2025
Q2 | $1.33M | Sell |
1,761
-466
| -21% | -$312K | 0.05% | 313 |
|
|
2025
Q1 | $1.4M | Buy |
2,227
+39
| +2% | +$26.8K | 0.04% | 334 |
|
|
2024
Q4 | $1.54M | Buy |
2,188
+11
| +0.5% | +$8.94K | 0.05% | 293 |
|
|
2024
Q3 | $1.76M | Buy |
2,177
+361
| +20% | +$260K | 0.06% | 262 |
|
|
2024
Q2 | $1.17M | Sell |
1,816
-144
| -7% | -$95.7K | 0.04% | 313 |
|
|
2024
Q1 | $1.41M | Sell |
1,960
-1,688
| -46% | -$1.08M | 0.03% | 299 |
|
|
2023
Q4 | $2.09M | Buy |
3,648
+2,813
| +337% | +$1.33M | 0.07% | 232 |
|
|
2023
Q3 | $371K | Buy |
835
+81
| +11% | +$37.1K | 0.01% | 549 |
|
|
2023
Q2 | $336K | Sell |
754
-5,639
| -88% | -$2.09M | 0.01% | 588 |
|
|
2023
Q1 | $2.53M | Buy |
6,393
+5,854
| +1,086% | +$2.46M | 0.1% | 204 |
|
|
2022
Q4 | $192K | Buy |
539
+203
| +60% | +$66.7K | 0.01% | 569 |
|
|
2022
Q3 | $91K | Sell |
336
-209
| -38% | -$60.8K | 0.01% | 742 |
|
|
2022
Q2 | $132K | Buy |
545
+133
| +32% | +$39.1K | 0.01% | 928 |
|
|
2022
Q1 | $146K | Buy |
412
+14
| +4% | +$4.57K | ﹤0.01% | 1029 |
|
|
2021
Q4 | $132K | Sell |
398
-14
| -3% | -$4.99K | ﹤0.01% | 1290 |
|
|
2021
Q3 | $145K | Sell |
412
-33
| -7% | -$11.1K | ﹤0.01% | 1048 |
|
|
2021
Q2 | $142K | Buy |
445
+87
| +24% | +$28.1K | ﹤0.01% | 1069 |
|
|
2021
Q1 | $118K | Buy |
+358
| New | +$101K | ﹤0.01% | 1327 |
|
Other funds holding URI
VCM
VPM
