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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $919K | Sell |
1,261
-410
| -25% | -$344K | 0.01% | 422 |
|
|
2025
Q4 | $1.35M | Buy |
1,671
+440
| +36% | +$382K | 0.01% | 365 |
|
|
2025
Q3 | $1.18M | Sell |
1,231
-997
| -45% | -$888K | 0.01% | 357 |
|
|
2025
Q2 | $1.68M | Buy |
2,228
+436
| +24% | +$292K | 0.01% | 303 |
|
|
2025
Q1 | $1.12M | Buy |
1,792
+1,035
| +137% | +$712K | 0.01% | 359 |
|
|
2024
Q4 | $533K | Sell |
757
-216
| -22% | -$176K | 0.01% | 498 |
|
|
2024
Q3 | $788K | Buy |
973
+374
| +62% | +$269K | 0.01% | 409 |
|
|
2024
Q2 | $387K | Sell |
599
-23
| -4% | -$15.3K | 0.01% | 478 |
|
|
2024
Q1 | $449K | Sell |
622
-14
| -2% | -$8.98K | 0.01% | 443 |
|
|
2023
Q4 | $365K | Sell |
636
-322
| -34% | -$152K | 0.01% | 476 |
|
|
2023
Q3 | $426K | Sell |
958
-1
| -0.1% | -$458 | 0.01% | 420 |
|
|
2023
Q2 | $427K | Buy |
959
+419
| +78% | +$155K | 0.01% | 394 |
|
|
2023
Q1 | $214K | Sell |
540
-143
| -21% | -$60.1K | ﹤0.01% | 493 |
|
|
2022
Q4 | $243K | Buy |
+683
| New | +$224K | ﹤0.01% | 501 |
|
|
2022
Q3 | – | Sell |
-1,146
| Closed | -$278K | – | 545 |
|
|
2022
Q2 | $278K | Buy |
+1,146
| New | +$337K | 0.01% | 415 |
|
|
2022
Q1 | – | Sell |
-815
| Closed | -$271K | – | 548 |
|
|
2021
Q4 | $271K | Buy |
+815
| New | +$291K | 0.01% | 440 |
|
|
2021
Q2 | – | Sell |
-1,373
| Closed | -$452K | – | 651 |
|
|
2021
Q1 | $452K | Buy |
1,373
+153
| +13% | +$43.3K | 0.01% | 425 |
|
|
2020
Q4 | $283K | Buy |
+1,220
| New | +$258K | 0.01% | 452 |
|
|
2019
Q1 | – | Sell |
-38
| Closed | -$4K | – | 754 |
|
|
2018
Q4 | $4K | Buy |
+38
| New | +$4.58K | ﹤0.01% | 697 |
|
Other funds holding URI
VCM
VPM
