Wealthspire Advisors (New York)’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 | $1.68M | Buy |
2,228
+436
| +24% | +$328K | 0.01% | 303 |
|
|
2025
Q1 | $1.12M | Buy |
1,792
+1,035
| +137% | +$649K | 0.01% | 359 |
|
|
2024
Q4 | $533K | Sell |
757
-216
| -22% | -$152K | 0.01% | 498 |
|
|
2024
Q3 | $788K | Buy |
973
+374
| +62% | +$303K | 0.01% | 409 |
|
|
2024
Q2 | $387K | Sell |
599
-23
| -4% | -$14.9K | 0.01% | 478 |
|
|
2024
Q1 | $449K | Sell |
622
-14
| -2% | -$10.1K | 0.01% | 443 |
|
|
2023
Q4 | $365K | Sell |
636
-322
| -34% | -$185K | 0.01% | 476 |
|
|
2023
Q3 | $426K | Sell |
958
-1
| -0.1% | -$445 | 0.01% | 420 |
|
|
2023
Q2 | $427K | Buy |
959
+419
| +78% | +$187K | 0.01% | 394 |
|
|
2023
Q1 | $214K | Sell |
540
-143
| -21% | -$56.6K | ﹤0.01% | 493 |
|
|
2022
Q4 | $243K | Buy |
+683
| New | +$243K | ﹤0.01% | 501 |
|
|
2022
Q3 | – | Sell |
-1,146
| Closed | -$278K | – | 545 |
|
|
2022
Q2 | $278K | Buy |
+1,146
| New | +$278K | 0.01% | 415 |
|
|
2022
Q1 | – | Sell |
-815
| Closed | -$271K | – | 548 |
|
|
2021
Q4 | $271K | Buy |
+815
| New | +$271K | 0.01% | 440 |
|
|
2021
Q2 | – | Sell |
-1,373
| Closed | -$452K | – | 651 |
|
|
2021
Q1 | $452K | Buy |
1,373
+153
| +13% | +$50.4K | 0.01% | 425 |
|
|
2020
Q4 | $283K | Buy |
+1,220
| New | +$283K | 0.01% | 452 |
|
|
2019
Q1 | – | Sell |
-38
| Closed | -$4K | – | 754 |
|
|
2018
Q4 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 697 |
|