SteelPeak Wealth’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
$2.03M Sell
2025
Q2
$1.62M Buy
2025
Q1
$1.35M Hold
2024
Q4
$1.52M Buy
2024
Q3
$1.72M Buy
2024
Q2
$1.37M Buy
2024
Q1
$1.53M Hold
2023
Q4
$1.21M Hold
2023
Q3
$940K Hold
2023
Q2
$942K Buy
2023
Q1
$792K Hold
2022
Q4
$711K Hold
2022
Q3
$540K Hold
2022
Q2
$486K Hold
2022
Q1
$710K Hold
2021
Q4
$665K Hold
2021
Q3
$702K Hold
2021
Q2
$638K Hold
2021
Q1
$659K Hold
2020
Q4
$464K Buy