Wealthspire Advisors (New York)’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $533K | Sell |
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|
2024
Q3 | $788K | Buy |
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|
2024
Q2 | $387K | Sell |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $365K | Sell |
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $427K | Buy |
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|
2023
Q1 | $214K | Sell |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $271K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $452K | Buy |
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|
2020
Q4 | $283K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4K | Buy |
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