Wealth Enhancement Advisory Services’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 | $5.65M | Sell |
7,124
-36
| -0.5% | -$28.5K | 0.01% | 847 |
|
|
2025
Q1 | $4.49M | Buy |
7,160
+789
| +12% | +$495K | 0.01% | 874 |
|
|
2024
Q4 | $4.49M | Buy |
6,371
+839
| +15% | +$591K | 0.01% | 839 |
|
|
2024
Q3 | $4.48M | Buy |
5,532
+131
| +2% | +$106K | 0.01% | 765 |
|
|
2024
Q2 | $3.49M | Sell |
5,401
-2,521
| -32% | -$1.63M | 0.01% | 797 |
|
|
2024
Q1 | $5.71M | Buy |
7,922
+423
| +6% | +$305K | 0.01% | 629 |
|
|
2023
Q4 | $4.3M | Sell |
7,499
-90
| -1% | -$51.6K | 0.01% | 647 |
|
|
2023
Q3 | $3.37M | Buy |
+7,589
| New | +$3.37M | 0.01% | 678 |
|
|
2021
Q4 | – | Sell |
-8,717
| Closed | -$3.11M | – | 335 |
|
|
2021
Q3 | $3.11M | Buy |
+8,717
| New | +$3.11M | 0.05% | 127 |
|
|
2020
Q3 | – | Sell |
-13,318
| Closed | -$2.17M | – | 244 |
|
|
2020
Q2 | $2.17M | Buy |
+13,318
| New | +$2.17M | 0.06% | 112 |
|
|
2015
Q1 | – | Sell |
-5,177
| Closed | -$528K | – | 119 |
|
|
2014
Q4 | $528K | Buy |
+5,177
| New | +$528K | 0.21% | 97 |
|