Wealthcare Advisory Partners’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.11M | Buy |
1,862
+39
| +2% | +$37.1K | 0.04% | 350 |
|
|
2026
Q1 | $1.33M | Sell |
1,823
-612
| -25% | -$514K | 0.03% | 449 |
|
|
2025
Q4 | $1.97M | Buy |
2,435
+4
| +0.2% | +$3.47K | 0.04% | 370 |
|
|
2025
Q3 | $2.32M | Buy |
2,431
+15
| +0.6% | +$13.4K | 0.05% | 309 |
|
|
2025
Q2 | $1.82M | Sell |
2,416
-10
| -0.4% | -$6.69K | 0.04% | 347 |
|
|
2025
Q1 | $1.52M | Buy |
2,426
+15
| +0.6% | +$10.3K | 0.04% | 352 |
|
|
2024
Q4 | $1.7M | Buy |
2,411
+10
| +0.4% | +$8.13K | 0.05% | 307 |
|
|
2024
Q3 | $1.94M | Sell |
2,401
-2,307
| -49% | -$1.66M | 0.06% | 275 |
|
|
2024
Q2 | $3.04M | Sell |
4,708
-76
| -2% | -$50.5K | 0.1% | 173 |
|
|
2024
Q1 | $3.45M | Sell |
4,784
-745
| -13% | -$478K | 0.11% | 156 |
|
|
2023
Q4 | $3.17M | Sell |
5,529
-380
| -6% | -$179K | 0.13% | 136 |
|
|
2023
Q3 | $2.63M | Sell |
5,909
-9
| -0.2% | -$4.12K | 0.12% | 144 |
|
|
2023
Q2 | $2.64M | Buy |
5,918
+53
| +0.9% | +$19.6K | 0.12% | 148 |
|
|
2023
Q1 | $2.32M | Sell |
5,865
-602
| -9% | -$253K | 0.1% | 161 |
|
|
2022
Q4 | $2.3M | Sell |
6,467
-153
| -2% | -$50.3K | 0.11% | 148 |
|
|
2022
Q3 | $1.79M | Buy |
6,620
+32
| +0.5% | +$9.31K | 0.1% | 150 |
|
|
2022
Q2 | $1.6M | Buy |
6,588
+458
| +7% | +$135K | 0.1% | 140 |
|
|
2022
Q1 | $2.18M | Buy |
6,130
+137
| +2% | +$44.7K | 0.13% | 93 |
|
|
2021
Q4 | $1.99M | Buy |
5,993
+19
| +0.3% | +$6.77K | 0.12% | 106 |
|
|
2021
Q3 | $2.1M | Sell |
5,974
-118
| -2% | -$39.6K | 0.14% | 103 |
|
|
2021
Q2 | $1.94M | Buy |
6,092
+36
| +0.6% | +$11.6K | 0.13% | 108 |
|
|
2021
Q1 | $1.99M | Buy |
+6,056
| New | +$1.72M | 0.14% | 89 |
|
|
2020
Q1 | – | Sell |
-32
| Closed | -$5K | – | 1591 |
|
|
2019
Q4 | $5K | Sell |
32
-100
| -76% | -$14.5K | ﹤0.01% | 1118 |
|
|
2019
Q3 | $16K | Sell |
132
-12
| -8% | -$1.46K | ﹤0.01% | 812 |
|
|
2019
Q2 | $19K | Hold |
144
| – | – | ﹤0.01% | 738 |
|
|
2019
Q1 | $16K | Sell |
144
-22
| -13% | -$2.72K | ﹤0.01% | 717 |
|
|
2018
Q4 | $17K | Hold |
166
| – | – | ﹤0.01% | 666 |
|
|
2018
Q3 | $27K | Hold |
166
| – | – | 0.01% | 607 |
|
|
2018
Q2 | $25K | Buy |
166
+144
| +655% | +$23.5K | ﹤0.01% | 622 |
|
|
2018
Q1 | $4K | Buy |
+22
| New | +$3.91K | ﹤0.01% | 885 |
|
Other funds holding URI
AP
CCMIC
AAMU
GI
BWP
YIA
CNB
