Valeo Financial 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 | $701K | Buy |
930
+188
| +25% | +$142K | 0.02% | 374 |
|
|
2025
Q1 | $465K | Buy |
742
+54
| +8% | +$33.8K | 0.01% | 424 |
|
|
2024
Q4 | $485K | Sell |
688
-18
| -3% | -$12.7K | 0.01% | 411 |
|
|
2024
Q3 | $572K | Buy |
706
+11
| +2% | +$8.91K | 0.02% | 381 |
|
|
2024
Q2 | $449K | Buy |
695
+6
| +0.9% | +$3.88K | 0.01% | 421 |
|
|
2024
Q1 | $451K | Sell |
689
-4
| -0.6% | -$2.62K | 0.02% | 405 |
|
|
2023
Q4 | $397K | Buy |
693
+77
| +13% | +$44.2K | 0.02% | 417 |
|
|
2023
Q3 | $274K | Buy |
616
+108
| +21% | +$48K | 0.01% | 482 |
|
|
2023
Q2 | $226K | Buy |
+508
| New | +$226K | 0.01% | 506 |
|
|
2021
Q2 | – | Sell |
-61
| Closed | -$20K | – | 1654 |
|
|
2021
Q1 | $20K | Buy |
61
+5
| +9% | +$1.64K | ﹤0.01% | 1095 |
|
|
2020
Q4 | $13K | Hold |
56
| – | – | ﹤0.01% | 1112 |
|
|
2020
Q3 | $10K | Sell |
56
-364
| -87% | -$65K | ﹤0.01% | 1051 |
|
|
2020
Q2 | $63K | Buy |
420
+12
| +3% | +$1.8K | 0.01% | 615 |
|
|
2020
Q1 | $44K | Sell |
408
-692
| -63% | -$74.6K | ﹤0.01% | 631 |
|
|
2019
Q4 | $183K | Buy |
1,100
+200
| +22% | +$33.3K | 0.02% | 339 |
|
|
2019
Q3 | $112K | Sell |
900
-229
| -20% | -$28.5K | 0.01% | 413 |
|
|
2019
Q2 | $150K | Buy |
1,129
+229
| +25% | +$30.4K | 0.02% | 346 |
|
|
2019
Q1 | $103K | Buy |
900
+800
| +800% | +$91.6K | 0.01% | 401 |
|
|
2018
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 885 |
|
|
2018
Q3 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 914 |
|
|
2018
Q2 | – | Sell |
-159
| Closed | -$27K | – | 1755 |
|
|
2018
Q1 | $27K | Buy |
159
+115
| +261% | +$19.5K | ﹤0.01% | 634 |
|
|
2017
Q4 | $8K | Buy |
+44
| New | +$8K | ﹤0.01% | 881 |
|