WBH Advisory’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 | $753K | Hold |
1,000
| – | – | 0.06% | 188 |
|
|
2025
Q1 | $627K | Hold |
1,000
| – | – | 0.06% | 186 |
|
|
2024
Q4 | $705K | Hold |
1,000
| – | – | 0.07% | 183 |
|
|
2024
Q3 | $810K | Hold |
1,000
| – | – | 0.08% | 171 |
|
|
2024
Q2 | $647K | Hold |
1,000
| – | – | 0.07% | 182 |
|
|
2024
Q1 | $721K | Hold |
1,000
| – | – | 0.07% | 183 |
|
|
2023
Q4 | $574K | Hold |
1,000
| – | – | 0.06% | 196 |
|
|
2023
Q3 | $445K | Hold |
1,000
| – | – | 0.05% | 215 |
|
|
2023
Q2 | $445K | Hold |
1,000
| – | – | 0.05% | 214 |
|
|
2023
Q1 | $396K | Buy |
+1,000
| New | +$396K | 0.05% | 225 |
|
|
2022
Q3 | $270K | Hold |
1,000
| – | – | 0.04% | 247 |
|
|
2022
Q2 | $249K | Hold |
1,000
| – | – | 0.03% | 274 |
|
|
2022
Q1 | $319K | Hold |
1,000
| – | – | 0.04% | 254 |
|
|
2021
Q4 | $332K | Hold |
1,000
| – | – | 0.04% | 257 |
|
|
2021
Q3 | $351K | Hold |
1,000
| – | – | 0.05% | 233 |
|
|
2021
Q2 | $328K | Hold |
1,000
| – | – | 0.05% | 215 |
|
|
2021
Q1 | $329K | Sell |
1,000
-100
| -9% | -$32.9K | 0.05% | 216 |
|
|
2020
Q4 | $286K | Buy |
+1,100
| New | +$286K | 0.05% | 219 |
|
|
2018
Q4 | – | Sell |
-1,400
| Closed | -$229K | – | 242 |
|
|
2018
Q3 | $229K | Hold |
1,400
| – | – | 0.06% | 230 |
|
|
2018
Q2 | $206K | Buy |
+1,400
| New | +$206K | 0.05% | 227 |
|