TWA
TCI Wealth Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Sell |
371
-10
| -3% | -$7.53K | 0.02% | 190 |
|
|
2025
Q1 | $239K | Buy |
381
+4
| +1% | +$2.51K | 0.02% | 196 |
|
|
2024
Q4 | $266K | Sell |
377
-21
| -5% | -$14.8K | 0.02% | 187 |
|
|
2024
Q3 | $322K | Hold |
398
| – | – | 0.03% | 169 |
|
|
2024
Q2 | $257K | Sell |
398
-6
| -1% | -$3.88K | 0.02% | 191 |
|
|
2024
Q1 | $291K | Buy |
404
+18
| +5% | +$13K | 0.03% | 171 |
|
|
2023
Q4 | $221K | Buy |
+386
| New | +$221K | 0.02% | 188 |
|
|
2023
Q2 | – | Sell |
-387
| Closed | -$153K | – | 2131 |
|
|
2023
Q1 | $153K | Buy |
387
+1
| +0.3% | +$396 | 0.02% | 214 |
|
|
2022
Q4 | $137K | Sell |
386
-24
| -6% | -$8.53K | 0.02% | 216 |
|
|
2022
Q3 | $111K | Buy |
410
+17
| +4% | +$4.6K | 0.02% | 237 |
|
|
2022
Q2 | $95K | Buy |
393
+29
| +8% | +$7.01K | 0.01% | 256 |
|
|
2022
Q1 | $129K | Sell |
364
-1
| -0.3% | -$354 | 0.02% | 225 |
|
|
2021
Q4 | $121K | Sell |
365
-2
| -0.5% | -$663 | 0.02% | 240 |
|
|
2021
Q3 | $129K | Buy |
367
+43
| +13% | +$15.1K | 0.02% | 235 |
|
|
2021
Q2 | $103K | Hold |
324
| – | – | 0.02% | 253 |
|
|
2021
Q1 | $107K | Buy |
324
+26
| +9% | +$8.59K | 0.05% | 214 |
|
|
2020
Q4 | $69K | Hold |
298
| – | – | 0.03% | 259 |
|
|
2020
Q3 | $52K | Buy |
298
+4
| +1% | +$698 | 0.02% | 288 |
|
|
2020
Q2 | $44K | Hold |
294
| – | – | 0.02% | 317 |
|
|
2020
Q1 | $30K | Sell |
294
-5
| -2% | -$510 | 0.01% | 386 |
|
|
2019
Q4 | $50K | Buy |
299
+5
| +2% | +$836 | 0.02% | 385 |
|
|
2019
Q3 | $37K | Sell |
294
-24
| -8% | -$3.02K | 0.02% | 377 |
|
|
2019
Q2 | $42K | Hold |
318
| – | – | 0.02% | 342 |
|
|
2019
Q1 | $36K | Buy |
318
+24
| +8% | +$2.72K | 0.02% | 394 |
|
|
2018
Q4 | $30K | Sell |
294
-9
| -3% | -$918 | 0.01% | 396 |
|
|
2018
Q3 | $50K | Sell |
303
-13
| -4% | -$2.15K | 0.02% | 332 |
|
|
2018
Q2 | $47K | Buy |
316
+22
| +7% | +$3.27K | 0.02% | 336 |
|
|
2018
Q1 | $51K | Hold |
294
| – | – | 0.02% | 327 |
|
|
2017
Q4 | $51K | Hold |
294
| – | – | 0.02% | 344 |
|
|
2017
Q3 | $41K | Hold |
294
| – | – | 0.02% | 342 |
|
|
2017
Q2 | $33K | Hold |
294
| – | – | 0.02% | 380 |
|
|
2017
Q1 | $37K | Hold |
294
| – | – | 0.02% | 345 |
|
|
2016
Q4 | $31K | Hold |
294
| – | – | 0.02% | 406 |
|
|
2016
Q3 | $23K | Hold |
294
| – | – | 0.01% | 425 |
|
|
2016
Q2 | $20K | Hold |
294
| – | – | 0.01% | 446 |
|
|
2016
Q1 | $18K | Sell |
294
-15
| -5% | -$918 | 0.01% | 470 |
|
|
2015
Q4 | $22K | Buy |
309
+15
| +5% | +$1.07K | 0.01% | 423 |
|
|
2015
Q3 | $18K | Hold |
294
| – | – | 0.01% | 419 |
|
|
2015
Q2 | $26K | Hold |
294
| – | – | 0.01% | 360 |
|
|
2015
Q1 | $27K | Sell |
294
-80
| -21% | -$7.35K | 0.02% | 323 |
|
|
2014
Q4 | $38K | Buy |
374
+80
| +27% | +$8.13K | 0.02% | 271 |
|
|
2014
Q3 | $33K | Hold |
294
| – | – | 0.02% | 269 |
|
|
2014
Q2 | $31K | Sell |
294
-147
| -33% | -$15.5K | 0.02% | 293 |
|
|
2014
Q1 | $42K | Hold |
441
| – | – | 0.03% | 247 |
|
|
2013
Q4 | $34K | Buy |
441
+104
| +31% | +$8.02K | 0.02% | 283 |
|
|
2013
Q3 | $20K | Hold |
337
| – | – | 0.02% | 298 |
|
|
2013
Q2 | $17K | Buy |
+337
| New | +$17K | 0.01% | 318 |
|