VA
Valmark Advisers’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Sell |
787
-1
| -0.1% | -$753 | 0.01% | 418 |
|
|
2025
Q1 | $494K | Hold |
788
| – | – | 0.01% | 423 |
|
|
2024
Q4 | $555K | Buy |
788
+14
| +2% | +$9.86K | 0.01% | 397 |
|
|
2024
Q3 | $627K | Hold |
774
| – | – | 0.01% | 378 |
|
|
2024
Q2 | $501K | Buy |
774
+9
| +1% | +$5.82K | 0.01% | 387 |
|
|
2024
Q1 | $552K | Hold |
765
| – | – | 0.01% | 359 |
|
|
2023
Q4 | $439K | Hold |
765
| – | – | 0.01% | 367 |
|
|
2023
Q3 | $340K | Hold |
765
| – | – | 0.01% | 378 |
|
|
2023
Q2 | $341K | Sell |
765
-9
| -1% | -$4.01K | 0.01% | 382 |
|
|
2023
Q1 | $306K | Buy |
774
+9
| +1% | +$3.56K | 0.01% | 388 |
|
|
2022
Q4 | $272K | Hold |
765
| – | – | 0.01% | 384 |
|
|
2022
Q3 | $207K | Buy |
+765
| New | +$207K | ﹤0.01% | 398 |
|
|
2022
Q2 | – | Sell |
-765
| Closed | -$272K | – | 436 |
|
|
2022
Q1 | $272K | Hold |
765
| – | – | ﹤0.01% | 380 |
|
|
2021
Q4 | $254K | Hold |
765
| – | – | ﹤0.01% | 369 |
|
|
2021
Q3 | $268K | Sell |
765
-13
| -2% | -$4.55K | ﹤0.01% | 340 |
|
|
2021
Q2 | $248K | Sell |
778
-4
| -0.5% | -$1.28K | ﹤0.01% | 351 |
|
|
2021
Q1 | $258K | Buy |
+782
| New | +$258K | 0.01% | 333 |
|