Steward Partners Investment Advisory’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 | $4.63M | Buy |
6,349
+655
| +12% | +$550K | 0.02% | 535 |
|
|
2025
Q4 | $4.61M | Sell |
5,694
-574
| -9% | -$498K | 0.03% | 495 |
|
|
2025
Q3 | $5.98M | Sell |
6,268
-164
| -3% | -$146K | 0.03% | 423 |
|
|
2025
Q2 | $4.85M | Sell |
6,432
-653
| -9% | -$437K | 0.04% | 438 |
|
|
2025
Q1 | $4.44M | Buy |
7,085
+496
| +8% | +$341K | 0.04% | 433 |
|
|
2024
Q4 | $4.64M | Buy |
6,589
+693
| +12% | +$563K | 0.04% | 394 |
|
|
2024
Q3 | $4.77M | Buy |
5,896
+45
| +0.8% | +$32.4K | 0.04% | 376 |
|
|
2024
Q2 | $3.78M | Sell |
5,851
-194
| -3% | -$129K | 0.04% | 401 |
|
|
2024
Q1 | $4.36M | Buy |
6,045
+825
| +16% | +$529K | 0.05% | 362 |
|
|
2023
Q4 | $2.99M | Sell |
5,220
-152
| -3% | -$71.7K | 0.04% | 400 |
|
|
2023
Q3 | $2.39M | Buy |
5,372
+324
| +6% | +$148K | 0.04% | 424 |
|
|
2023
Q2 | $2.25M | Buy |
5,048
+292
| +6% | +$108K | 0.03% | 446 |
|
|
2023
Q1 | $1.88M | Buy |
4,756
+888
| +23% | +$373K | 0.03% | 478 |
|
|
2022
Q4 | $1.37M | Buy |
3,868
+33
| +0.9% | +$10.8K | 0.02% | 560 |
|
|
2022
Q3 | $1.04M | Buy |
3,835
+334
| +10% | +$97.2K | 0.02% | 615 |
|
|
2022
Q2 | $850K | Sell |
3,501
-37
| -1% | -$10.9K | 0.02% | 685 |
|
|
2022
Q1 | $1.26M | Sell |
3,538
-4,439
| -56% | -$1.45M | 0.02% | 623 |
|
|
2021
Q4 | $2.65M | Buy |
7,977
+894
| +13% | +$319K | 0.04% | 410 |
|
|
2021
Q3 | $2.49M | Buy |
7,083
+1,449
| +26% | +$486K | 0.04% | 399 |
|
|
2021
Q2 | $1.8M | Buy |
5,634
+2,515
| +81% | +$812K | 0.03% | 471 |
|
|
2021
Q1 | $1.03M | Buy |
3,119
+1,188
| +62% | +$336K | 0.02% | 635 |
|
|
2020
Q4 | $448K | Buy |
1,931
+86
| +5% | +$18.2K | 0.01% | 790 |
|
|
2020
Q3 | $322K | Sell |
1,845
-5,931
| -76% | -$997K | 0.01% | 797 |
|
|
2020
Q2 | $1.16M | Buy |
7,776
+107
| +1% | +$13.6K | 0.03% | 412 |
|
|
2020
Q1 | $789K | Buy |
7,669
+35
| +0.5% | +$4.64K | 0.03% | 442 |
|
|
2019
Q4 | $1.27M | Buy |
7,634
+21
| +0.3% | +$3.05K | 0.04% | 390 |
|
|
2019
Q3 | $948K | Hold |
7,613
| – | – | 0.03% | 423 |
|
|
2019
Q2 | $1.01M | Sell |
7,613
-25,227
| -77% | -$3.2M | 0.04% | 389 |
|
|
2019
Q1 | $3.75M | Sell |
32,840
-1,242
| -4% | -$153K | 0.16% | 137 |
|
|
2018
Q4 | $3.49M | Buy |
34,082
+33,293
| +4,220% | +$4.01M | 0.17% | 139 |
|
|
2018
Q3 | $129K | Buy |
789
+23
| +3% | +$3.58K | 0.01% | 850 |
|
|
2018
Q2 | $113K | Hold |
766
| – | – | 0.01% | 810 |
|
|
2018
Q1 | $132K | Buy |
766
+508
| +197% | +$90.2K | 0.01% | 705 |
|
|
2017
Q4 | $44K | Buy |
258
+47
| +22% | +$7.15K | ﹤0.01% | 876 |
|
|
2017
Q3 | $29K | Buy |
211
+2
| +1% | +$239 | ﹤0.01% | 846 |
|
|
2017
Q2 | $23K | Buy |
209
+45
| +27% | +$5.02K | ﹤0.01% | 824 |
|
|
2017
Q1 | $20K | Buy |
164
+132
| +413% | +$16.1K | ﹤0.01% | 764 |
|
|
2016
Q4 | $3K | Buy |
+32
| New | +$2.91K | ﹤0.01% | 726 |
|
Other funds holding URI
VCM
VPM
