Summit Securities Group’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 | $33.2K | Buy |
+44
| New | +$33.2K | 0.01% | 485 |
|
|
2023
Q3 | – | Sell |
-90
| Closed | -$40K | – | 859 |
|
|
2023
Q2 | $40K | Sell |
90
-45
| -33% | -$20K | 0.01% | 343 |
|
|
2023
Q1 | $53K | Buy |
135
+65
| +93% | +$25.5K | ﹤0.01% | 286 |
|
|
2022
Q4 | $25K | Sell |
70
-1,558
| -96% | -$556K | ﹤0.01% | 635 |
|
|
2022
Q3 | $440K | Buy |
1,628
+1,480
| +1,000% | +$400K | 0.03% | 162 |
|
|
2022
Q2 | $36K | Buy |
148
+96
| +185% | +$23.4K | ﹤0.01% | 457 |
|
|
2022
Q1 | $18K | Buy |
+52
| New | +$18K | ﹤0.01% | 505 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 539 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 495 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 492 |
|
|
2017
Q2 | – | Sell |
-3,596
| Closed | -$450K | – | 324 |
|
|
2017
Q1 | $450K | Buy |
+3,596
| New | +$450K | 0.13% | 151 |
|
|
2015
Q3 | – | Sell |
-555
| Closed | -$49K | – | 474 |
|
|
2015
Q2 | $49K | Buy |
+555
| New | +$49K | 0.02% | 203 |
|