Western Wealth Management’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 | $367K | Buy |
488
+21
| +4% | +$15.8K | 0.02% | 500 |
|
|
2025
Q1 | $292K | Buy |
467
+46
| +11% | +$28.8K | 0.02% | 536 |
|
|
2024
Q4 | $297K | Buy |
421
+64
| +18% | +$45.1K | 0.02% | 525 |
|
|
2024
Q3 | $289K | Buy |
+357
| New | +$289K | 0.02% | 605 |
|
|
2019
Q3 | – | Sell |
-1,930
| Closed | -$256K | – | 417 |
|
|
2019
Q2 | $256K | Buy |
+1,930
| New | +$256K | 0.03% | 338 |
|
|
2019
Q1 | – | Sell |
-2,080
| Closed | -$210K | – | 390 |
|
|
2018
Q4 | $210K | Buy |
+2,080
| New | +$210K | 0.06% | 320 |
|