Valmark Advisers’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 | $777K | Buy |
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|
2025
Q2 | $593K | Sell |
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|
2025
Q1 | $494K | Hold |
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|
2024
Q4 | $555K | Buy |
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|
2024
Q3 | $627K | Hold |
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|
2024
Q2 | $501K | Buy |
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|
2024
Q1 | $552K | Hold |
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|
2023
Q4 | $439K | Hold |
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|
2023
Q3 | $340K | Hold |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $272K | Hold |
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|
2021
Q4 | $254K | Hold |
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|
2021
Q3 | $268K | Sell |
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|
2021
Q2 | $248K | Sell |
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|
2021
Q1 | $258K | Buy |
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