WIM
Westside Investment Management’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Buy |
5,558
+64
| +1% | +$48.2K | 0.78% | 31 |
|
|
2025
Q1 | $3.44M | Buy |
5,494
+323
| +6% | +$202K | 0.73% | 36 |
|
|
2024
Q4 | $3.64M | Buy |
5,171
+27
| +0.5% | +$19K | 0.77% | 32 |
|
|
2024
Q3 | $4.17M | Sell |
5,144
-9
| -0.2% | -$7.29K | 0.89% | 27 |
|
|
2024
Q2 | $3.33M | Buy |
5,153
+5
| +0.1% | +$3.23K | 0.76% | 31 |
|
|
2024
Q1 | $3.71M | Sell |
5,148
-1,910
| -27% | -$1.38M | 0.89% | 27 |
|
|
2023
Q4 | $4.05M | Sell |
7,058
-52
| -0.7% | -$29.8K | 1.03% | 24 |
|
|
2023
Q3 | $3.16M | Sell |
7,110
-224
| -3% | -$99.6K | 0.91% | 27 |
|
|
2023
Q2 | $3.27M | Buy |
7,334
+111
| +2% | +$49.4K | 0.92% | 26 |
|
|
2023
Q1 | $2.86M | Sell |
7,223
-1,944
| -21% | -$769K | 0.84% | 29 |
|
|
2022
Q4 | $3.26K | Sell |
9,167
-177
| -2% | -$63 | 0.01% | 221 |
|
|
2022
Q3 | $2.52K | Buy |
9,344
+6
| +0.1% | +$2 | 0.01% | 233 |
|
|
2022
Q2 | $2.27K | Buy |
9,338
+13
| +0.1% | +$3 | 0.01% | 239 |
|
|
2022
Q1 | $3.31K | Buy |
9,325
+10
| +0.1% | +$4 | 0.01% | 227 |
|
|
2021
Q4 | $3.1K | Sell |
9,315
-66
| -0.7% | -$22 | 0.01% | 218 |
|
|
2021
Q3 | $3.29K | Sell |
9,381
-85
| -0.9% | -$30 | 0.01% | 214 |
|
|
2021
Q2 | $3.02K | Buy |
9,466
+690
| +8% | +$220 | 0.01% | 212 |
|
|
2021
Q1 | $2.89K | Sell |
8,776
-1,168
| -12% | -$385 | 0.01% | 202 |
|
|
2020
Q4 | $2.31K | Sell |
9,944
-1,504
| -13% | -$349 | 0.01% | 165 |
|
|
2020
Q3 | $2K | Sell |
11,448
-64
| -0.6% | -$11 | ﹤0.01% | 177 |
|
|
2020
Q2 | $1.72K | Sell |
11,512
-1,760
| -13% | -$262 | ﹤0.01% | 163 |
|
|
2020
Q1 | $1.37K | Buy |
+13,272
| New | +$1.37K | ﹤0.01% | 174 |
|
|
2019
Q2 | $1.65K | Buy |
+12,457
| New | +$1.65K | ﹤0.01% | 100 |
|
|
2018
Q4 | $1.29M | Buy |
12,627
+4,241
| +51% | +$435K | 0.47% | 34 |
|
|
2018
Q3 | $1.36M | Sell |
8,386
-78
| -0.9% | -$12.7K | 0.44% | 39 |
|
|
2018
Q2 | $1.23M | Buy |
8,464
+389
| +5% | +$56.3K | 0.43% | 34 |
|
|
2018
Q1 | $1.35M | Sell |
8,075
-30
| -0.4% | -$5K | 0.74% | 28 |
|
|
2017
Q4 | $1.4M | Sell |
8,105
-48
| -0.6% | -$8.28K | 0.76% | 28 |
|
|
2017
Q3 | $1.16M | Sell |
8,153
-368
| -4% | -$52.4K | 0.7% | 29 |
|
|
2017
Q2 | $967K | Buy |
8,521
+412
| +5% | +$46.8K | 0.63% | 37 |
|
|
2017
Q1 | $982K | Buy |
8,109
+2,784
| +52% | +$337K | 0.47% | 32 |
|
|
2016
Q4 | $582K | Buy |
+5,325
| New | +$582K | 0.4% | 34 |
|