Wealth Effects’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 | $2.76M | Buy |
3,658
+18
| +0.5% | +$13.6K | 1.03% | 14 |
|
|
2025
Q1 | $2.28M | Buy |
3,640
+55
| +2% | +$34.5K | 0.96% | 18 |
|
|
2024
Q4 | $2.53M | Sell |
3,585
-10
| -0.3% | -$7.05K | 0.9% | 19 |
|
|
2024
Q3 | $2.91M | Buy |
3,595
+54
| +2% | +$43.7K | 1.02% | 15 |
|
|
2024
Q2 | $2.29M | Buy |
3,541
+151
| +4% | +$97.7K | 0.83% | 19 |
|
|
2024
Q1 | $2.44M | Sell |
3,390
-25
| -0.7% | -$18K | 0.9% | 16 |
|
|
2023
Q4 | $1.96M | Hold |
3,415
| – | – | 0.74% | 21 |
|
|
2023
Q3 | $1.52M | Sell |
3,415
-725
| -18% | -$322K | 0.75% | 26 |
|
|
2023
Q2 | $1.84M | Sell |
4,140
-10
| -0.2% | -$4.45K | 0.81% | 20 |
|
|
2023
Q1 | $1.64M | Sell |
4,150
-45
| -1% | -$17.8K | 0.84% | 23 |
|
|
2022
Q4 | $1.49M | Sell |
4,195
-510
| -11% | -$181K | 0.85% | 27 |
|
|
2022
Q3 | $1.27M | Sell |
4,705
-45
| -0.9% | -$12.2K | 0.78% | 28 |
|
|
2022
Q2 | $1.15M | Sell |
4,750
-75
| -2% | -$18.2K | 0.69% | 38 |
|
|
2022
Q1 | $1.71M | Buy |
4,825
+15
| +0.3% | +$5.33K | 0.8% | 28 |
|
|
2021
Q4 | $1.6M | Buy |
+4,810
| New | +$1.6M | 0.66% | 37 |
|