Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $865K | Sell |
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|
2025
Q2 | $701K | Buy |
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|
2025
Q1 | $465K | Buy |
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|
2024
Q4 | $485K | Sell |
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|
2024
Q3 | $572K | Buy |
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|
2024
Q2 | $449K | Buy |
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|
2024
Q1 | $451K | Sell |
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|
2023
Q4 | $397K | Buy |
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|
2023
Q3 | $274K | Buy |
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|
2023
Q2 | $226K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $20K | Buy |
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|
2020
Q4 | $13K | Hold |
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|
2020
Q3 | $10K | Sell |
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|
2020
Q2 | $63K | Buy |
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|
2020
Q1 | $44K | Sell |
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|
2019
Q4 | $183K | Buy |
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|
2019
Q3 | $112K | Sell |
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|
2019
Q2 | $150K | Buy |
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|
2019
Q1 | $103K | Buy |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $12K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $27K | Buy |
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|
2017
Q4 | $8K | Buy |
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