U.S. Capital Wealth Advisors’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 | $1.04M | Sell |
1,386
-2,131
| -61% | -$1.61M | 0.03% | 420 |
|
|
2025
Q1 | $2.2M | Sell |
3,517
-245
| -7% | -$154K | 0.07% | 265 |
|
|
2024
Q4 | $2.65M | Sell |
3,762
-87
| -2% | -$61.3K | 0.08% | 252 |
|
|
2024
Q3 | $3.12M | Buy |
3,849
+8
| +0.2% | +$6.48K | 0.11% | 177 |
|
|
2024
Q2 | $2.48M | Buy |
3,841
+17
| +0.4% | +$11K | 0.09% | 200 |
|
|
2024
Q1 | $2.76M | Buy |
3,824
+78
| +2% | +$56.2K | 0.11% | 182 |
|
|
2023
Q4 | $2.15M | Sell |
3,746
-89
| -2% | -$51K | 0.09% | 208 |
|
|
2023
Q3 | $1.7M | Buy |
3,835
+15
| +0.4% | +$6.67K | 0.08% | 230 |
|
|
2023
Q2 | $1.7M | Sell |
3,820
-32
| -0.8% | -$14.3K | 0.08% | 240 |
|
|
2023
Q1 | $1.52M | Buy |
3,852
+32
| +0.8% | +$12.7K | 0.07% | 245 |
|
|
2022
Q4 | $1.36M | Sell |
3,820
-37
| -1% | -$13.2K | 0.06% | 275 |
|
|
2022
Q3 | $1.04M | Sell |
3,857
-43
| -1% | -$11.6K | 0.05% | 327 |
|
|
2022
Q2 | $947K | Buy |
+3,900
| New | +$947K | 0.04% | 357 |
|