SteelPeak Wealth’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 | $1.62M | Buy |
2,155
+1
| +0% | +$753 | 0.06% | 212 |
|
|
2025
Q1 | $1.35M | Hold |
2,154
| – | – | 0.06% | 212 |
|
|
2024
Q4 | $1.52M | Buy |
2,154
+24
| +1% | +$16.9K | 0.06% | 194 |
|
|
2024
Q3 | $1.72M | Buy |
2,130
+11
| +0.5% | +$8.91K | 0.08% | 176 |
|
|
2024
Q2 | $1.37M | Buy |
2,119
+4
| +0.2% | +$2.59K | 0.06% | 189 |
|
|
2024
Q1 | $1.53M | Hold |
2,115
| – | – | 0.08% | 181 |
|
|
2023
Q4 | $1.21M | Hold |
2,115
| – | – | 0.07% | 183 |
|
|
2023
Q3 | $940K | Hold |
2,115
| – | – | 0.06% | 189 |
|
|
2023
Q2 | $942K | Buy |
2,115
+115
| +6% | +$51.2K | 0.06% | 186 |
|
|
2023
Q1 | $792K | Hold |
2,000
| – | – | 0.05% | 180 |
|
|
2022
Q4 | $711K | Hold |
2,000
| – | – | 0.05% | 201 |
|
|
2022
Q3 | $540K | Hold |
2,000
| – | – | 0.04% | 231 |
|
|
2022
Q2 | $486K | Hold |
2,000
| – | – | 0.03% | 253 |
|
|
2022
Q1 | $710K | Hold |
2,000
| – | – | 0.04% | 220 |
|
|
2021
Q4 | $665K | Hold |
2,000
| – | – | 0.04% | 211 |
|
|
2021
Q3 | $702K | Hold |
2,000
| – | – | 0.05% | 200 |
|
|
2021
Q2 | $638K | Hold |
2,000
| – | – | 0.04% | 230 |
|
|
2021
Q1 | $659K | Hold |
2,000
| – | – | 0.05% | 191 |
|
|
2020
Q4 | $464K | Buy |
+2,000
| New | +$464K | 0.04% | 212 |
|