Venture Visionary Partners’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 | $2.95M | Buy |
3,921
+682
| +21% | +$514K | 0.11% | 155 |
|
2025
Q1 | $2.03M | Buy |
3,239
+1,225
| +61% | +$768K | 0.09% | 188 |
|
2024
Q4 | $1.42M | Sell |
2,014
-857
| -30% | -$604K | 0.06% | 238 |
|
2024
Q3 | $2.33M | Buy |
2,871
+8
| +0.3% | +$6.48K | 0.1% | 173 |
|
2024
Q2 | $1.85M | Sell |
2,863
-1,392
| -33% | -$901K | 0.09% | 203 |
|
2024
Q1 | $3.07M | Sell |
4,255
-351
| -8% | -$253K | 0.15% | 146 |
|
2023
Q4 | $2.64M | Sell |
4,606
-163
| -3% | -$93.5K | 0.14% | 147 |
|
2023
Q3 | $2.12M | Sell |
4,769
-169
| -3% | -$75.1K | 0.13% | 154 |
|
2023
Q2 | $2.2M | Buy |
4,938
+92
| +2% | +$41K | 0.13% | 152 |
|
2023
Q1 | $1.92M | Buy |
4,846
+558
| +13% | +$221K | 0.12% | 161 |
|
2022
Q4 | $1.52M | Buy |
4,288
+87
| +2% | +$30.9K | 0.11% | 165 |
|
2022
Q3 | $1.13M | Sell |
4,201
-2
| -0% | -$540 | 0.09% | 179 |
|
2022
Q2 | $1.02M | Sell |
4,203
-659
| -14% | -$160K | 0.08% | 197 |
|
2022
Q1 | $1.73M | Buy |
4,862
+102
| +2% | +$36.2K | 0.12% | 154 |
|
2021
Q4 | $1.58M | Buy |
4,760
+1,009
| +27% | +$335K | 0.1% | 164 |
|
2021
Q3 | $1.32M | Sell |
3,751
-43
| -1% | -$15.1K | 0.09% | 176 |
|
2021
Q2 | $1.21M | Buy |
3,794
+187
| +5% | +$59.6K | 0.1% | 183 |
|
2021
Q1 | $1.19M | Buy |
3,607
+803
| +29% | +$264K | 0.1% | 177 |
|
2020
Q4 | $650K | Buy |
2,804
+368
| +15% | +$85.3K | 0.07% | 206 |
|
2020
Q3 | $439K | Buy |
2,436
+1,016
| +72% | +$183K | 0.11% | 112 |
|
2020
Q2 | $211K | Buy |
+1,420
| New | +$211K | 0.06% | 160 |
|
2020
Q1 | – | Sell |
-1,688
| Closed | -$281K | – | 175 |
|
2019
Q4 | $281K | Buy |
+1,688
| New | +$281K | 0.09% | 140 |
|