United Capital Financial Advisors’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 | $1.94M | Sell |
2,657
-17
| -0.6% | -$14.3K | 0.01% | 558 |
|
|
2025
Q4 | $2.16M | Sell |
2,674
-51
| -2% | -$44.3K | 0.01% | 521 |
|
|
2025
Q3 | $2.6M | Buy |
2,725
+68
| +3% | +$60.6K | 0.02% | 413 |
|
|
2025
Q2 | $2M | Buy |
2,657
+8
| +0.3% | +$5.35K | 0.02% | 447 |
|
|
2025
Q1 | $1.66M | Sell |
2,649
-23
| -0.9% | -$15.8K | 0.01% | 464 |
|
|
2024
Q4 | $1.88M | Sell |
2,672
-182
| -6% | -$148K | 0.02% | 428 |
|
|
2024
Q3 | $2.31M | Buy |
2,854
+54
| +2% | +$38.8K | 0.02% | 387 |
|
|
2024
Q2 | $1.81M | Sell |
2,800
-71
| -2% | -$47.2K | 0.02% | 423 |
|
|
2024
Q1 | $2.07M | Sell |
2,871
-281
| -9% | -$180K | 0.02% | 419 |
|
|
2023
Q4 | $1.81M | Buy |
3,152
+2,225
| +240% | +$1.05M | 0.02% | 429 |
|
|
2023
Q3 | $412K | Sell |
927
-50
| -5% | -$22.9K | ﹤0.01% | 676 |
|
|
2023
Q2 | $435K | Sell |
977
-18
| -2% | -$6.67K | ﹤0.01% | 701 |
|
|
2023
Q1 | $394K | Sell |
995
-12
| -1% | -$5.04K | ﹤0.01% | 769 |
|
|
2022
Q4 | $358K | Sell |
1,007
-389
| -28% | -$128K | ﹤0.01% | 832 |
|
|
2022
Q3 | $377K | Buy |
+1,396
| New | +$406K | ﹤0.01% | 840 |
|
|
2020
Q1 | – | Sell |
-26,234
| Closed | -$4.38M | – | 1372 |
|
|
2019
Q4 | $4.38M | Sell |
26,234
-34,161
| -57% | -$4.96M | 0.03% | 444 |
|
|
2019
Q3 | $7.53M | Buy |
60,395
+38,935
| +181% | +$4.72M | 0.05% | 324 |
|
|
2019
Q2 | $2.85M | Sell |
21,460
-16,393
| -43% | -$2.08M | 0.02% | 529 |
|
|
2019
Q1 | $4.33M | Buy |
37,853
+3,901
| +11% | +$482K | 0.03% | 446 |
|
|
2018
Q4 | $3.48M | Buy |
33,952
+19,984
| +143% | +$2.41M | 0.03% | 439 |
|
|
2018
Q3 | $2.29M | Buy |
13,968
+4,416
| +46% | +$687K | 0.02% | 581 |
|
|
2018
Q2 | $1.41M | Buy |
9,552
+2,376
| +33% | +$388K | 0.01% | 670 |
|
|
2018
Q1 | $1.24M | Sell |
7,176
-1,055
| -13% | -$187K | 0.01% | 720 |
|
|
2017
Q4 | $1.42M | Buy |
8,231
+4,609
| +127% | +$701K | 0.01% | 700 |
|
|
2017
Q3 | $503K | Buy |
3,622
+1,262
| +53% | +$151K | ﹤0.01% | 957 |
|
|
2017
Q2 | $266K | Sell |
2,360
-11,114
| -82% | -$1.24M | ﹤0.01% | 1110 |
|
|
2017
Q1 | $1.69M | Buy |
13,474
+10,717
| +389% | +$1.3M | 0.02% | 608 |
|
|
2016
Q4 | $291K | Buy |
+2,757
| New | +$251K | ﹤0.01% | 1062 |
|
|
2016
Q1 | – | Sell |
-3,096
| Closed | -$225K | – | 1278 |
|
|
2015
Q4 | $225K | Buy |
+3,096
| New | +$224K | ﹤0.01% | 1101 |
|
Other funds holding URI
VCM
VPM
