Stratos Wealth Partners’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 | $8.48M | Sell |
11,254
-707
| -6% | -$533K | 0.11% | 187 |
|
|
2025
Q1 | $7.5M | Sell |
11,961
-1,343
| -10% | -$842K | 0.11% | 188 |
|
|
2024
Q4 | $9.37M | Buy |
13,304
+30
| +0.2% | +$21.1K | 0.13% | 157 |
|
|
2024
Q3 | $10.7M | Buy |
13,274
+354
| +3% | +$287K | 0.16% | 138 |
|
|
2024
Q2 | $8.36M | Buy |
12,920
+362
| +3% | +$234K | 0.13% | 156 |
|
|
2024
Q1 | $9.06M | Buy |
12,558
+1,802
| +17% | +$1.3M | 0.15% | 149 |
|
|
2023
Q4 | $6.17M | Buy |
10,756
+324
| +3% | +$186K | 0.12% | 189 |
|
|
2023
Q3 | $4.64M | Buy |
10,432
+3,102
| +42% | +$1.38M | 0.1% | 210 |
|
|
2023
Q2 | $3.26M | Buy |
7,330
+1,407
| +24% | +$627K | 0.07% | 266 |
|
|
2023
Q1 | $2.34M | Sell |
5,923
-118
| -2% | -$46.7K | 0.06% | 281 |
|
|
2022
Q4 | $2.15M | Sell |
6,041
-84
| -1% | -$29.9K | 0.05% | 334 |
|
|
2022
Q3 | $1.65M | Buy |
6,125
+425
| +7% | +$115K | 0.05% | 352 |
|
|
2022
Q2 | $1.39M | Sell |
5,700
-293
| -5% | -$71.2K | 0.03% | 406 |
|
|
2022
Q1 | $2.13M | Buy |
5,993
+173
| +3% | +$61.5K | 0.05% | 342 |
|
|
2021
Q4 | $1.93M | Buy |
5,820
+367
| +7% | +$122K | 0.04% | 361 |
|
|
2021
Q3 | $1.91M | Sell |
5,453
-235
| -4% | -$82.5K | 0.05% | 333 |
|
|
2021
Q2 | $1.82M | Sell |
5,688
-546
| -9% | -$174K | 0.05% | 372 |
|
|
2021
Q1 | $2.05M | Buy |
6,234
+368
| +6% | +$121K | 0.06% | 291 |
|
|
2020
Q4 | $1.36M | Buy |
5,866
+381
| +7% | +$88.4K | 0.04% | 369 |
|
|
2020
Q3 | $957K | Buy |
5,485
+431
| +9% | +$75.2K | 0.03% | 411 |
|
|
2020
Q2 | $753K | Buy |
5,054
+399
| +9% | +$59.4K | 0.03% | 460 |
|
|
2020
Q1 | $479K | Buy |
4,655
+789
| +20% | +$81.2K | 0.02% | 539 |
|
|
2019
Q4 | $645K | Buy |
3,866
+1,915
| +98% | +$319K | 0.03% | 518 |
|
|
2019
Q3 | $243K | Buy |
+1,951
| New | +$243K | 0.01% | 802 |
|
|
2019
Q1 | – | Sell |
-1,981
| Closed | -$203K | – | 952 |
|
|
2018
Q4 | $203K | Sell |
1,981
-70
| -3% | -$7.17K | 0.01% | 791 |
|
|
2018
Q3 | $336K | Buy |
2,051
+103
| +5% | +$16.9K | 0.02% | 673 |
|
|
2018
Q2 | $288K | Sell |
1,948
-3,699
| -66% | -$547K | 0.01% | 763 |
|
|
2018
Q1 | $975K | Buy |
5,647
+3,157
| +127% | +$545K | 0.04% | 378 |
|
|
2017
Q4 | $428K | Buy |
2,490
+178
| +8% | +$30.6K | 0.02% | 562 |
|
|
2017
Q3 | $321K | Sell |
2,312
-416
| -15% | -$57.8K | 0.02% | 657 |
|
|
2017
Q2 | $307K | Sell |
2,728
-565
| -17% | -$63.6K | 0.02% | 631 |
|
|
2017
Q1 | $412K | Buy |
+3,293
| New | +$412K | 0.02% | 475 |
|