WRPWM
Werba Rubin Papier Wealth Management’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+275
| New | +$207K | 0.04% | 217 |
|
|
2024
Q4 | – | Sell |
-321
| Closed | -$260K | – | 210 |
|
|
2024
Q3 | $260K | Buy |
321
+2
| +0.6% | +$1.62K | 0.06% | 142 |
|
|
2024
Q2 | $206K | Sell |
319
-28
| -8% | -$18.1K | 0.06% | 158 |
|
|
2024
Q1 | $250K | Buy |
+347
| New | +$250K | 0.07% | 119 |
|