Wealth Alliance’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 | $296K | Buy |
393
+7
| +2% | +$5.27K | 0.03% | 415 |
|
2025
Q1 | $242K | Sell |
386
-12
| -3% | -$7.51K | 0.03% | 447 |
|
2024
Q4 | $280K | Buy |
398
+4
| +1% | +$2.82K | 0.03% | 403 |
|
2024
Q3 | $319K | Hold |
394
| – | – | 0.04% | 383 |
|
2024
Q2 | $255K | Sell |
394
-53
| -12% | -$34.3K | 0.03% | 429 |
|
2024
Q1 | $323K | Sell |
447
-81
| -15% | -$58.4K | 0.04% | 380 |
|
2023
Q4 | $303K | Sell |
528
-911
| -63% | -$522K | 0.04% | 378 |
|
2023
Q3 | $640K | Sell |
1,439
-85
| -6% | -$37.8K | 0.1% | 196 |
|
2023
Q2 | $679K | Buy |
1,524
+409
| +37% | +$182K | 0.1% | 200 |
|
2023
Q1 | $441K | Buy |
1,115
+227
| +26% | +$89.9K | 0.07% | 262 |
|
2022
Q4 | $316K | Buy |
+888
| New | +$316K | 0.06% | 335 |
|
2022
Q2 | – | Sell |
-686
| Closed | -$244K | – | 498 |
|
2022
Q1 | $244K | Buy |
686
+24
| +4% | +$8.54K | 0.05% | 377 |
|
2021
Q4 | $220K | Buy |
662
+29
| +5% | +$9.64K | 0.04% | 405 |
|
2021
Q3 | $222K | Sell |
633
-210
| -25% | -$73.6K | 0.05% | 384 |
|
2021
Q2 | $269K | Buy |
+843
| New | +$269K | 0.06% | 351 |
|