Williams Jones 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 | $1.5M | Buy |
1,997
+10
| +0.5% | +$7.53K | 0.02% | 214 |
|
|
2025
Q1 | $1.25M | Buy |
1,987
+200
| +11% | +$125K | 0.02% | 220 |
|
|
2024
Q4 | $1.26M | Buy |
1,787
+187
| +12% | +$132K | 0.02% | 227 |
|
|
2024
Q3 | $1.3M | Sell |
1,600
-95
| -6% | -$76.9K | 0.02% | 235 |
|
|
2024
Q2 | $1.1M | Sell |
1,695
-500
| -23% | -$323K | 0.01% | 249 |
|
|
2024
Q1 | $1.58M | Sell |
2,195
-230
| -9% | -$166K | 0.02% | 217 |
|
|
2023
Q4 | $1.39M | Buy |
2,425
+50
| +2% | +$28.7K | 0.02% | 226 |
|
|
2023
Q3 | $1.06M | Buy |
2,375
+425
| +22% | +$189K | 0.02% | 244 |
|
|
2023
Q2 | $868K | Buy |
1,950
+700
| +56% | +$312K | 0.01% | 269 |
|
|
2023
Q1 | $495K | Sell |
1,250
-4
| -0.3% | -$1.58K | 0.01% | 370 |
|
|
2022
Q4 | $446K | Hold |
1,254
| – | – | 0.01% | 375 |
|
|
2022
Q3 | $339K | Hold |
1,254
| – | – | 0.01% | 423 |
|
|
2022
Q2 | $305K | Sell |
1,254
-30
| -2% | -$7.3K | ﹤0.01% | 453 |
|
|
2022
Q1 | $456K | Buy |
1,284
+34
| +3% | +$12.1K | 0.01% | 364 |
|
|
2021
Q4 | $415K | Hold |
1,250
| – | – | 0.01% | 355 |
|
|
2021
Q3 | $439K | Sell |
1,250
-6
| -0.5% | -$2.11K | 0.01% | 338 |
|
|
2021
Q2 | $401K | Sell |
1,256
-248
| -16% | -$79.2K | 0.01% | 353 |
|
|
2021
Q1 | $495K | Buy |
1,504
+4
| +0.3% | +$1.32K | 0.01% | 310 |
|
|
2020
Q4 | $348K | Hold |
1,500
| – | – | 0.01% | 345 |
|
|
2020
Q3 | $262K | Hold |
1,500
| – | – | ﹤0.01% | 355 |
|
|
2020
Q2 | $224K | Buy |
+1,500
| New | +$224K | ﹤0.01% | 362 |
|
|
2020
Q1 | – | Sell |
-1,500
| Closed | -$250K | – | 434 |
|
|
2019
Q4 | $250K | Sell |
1,500
-500
| -25% | -$83.3K | ﹤0.01% | 387 |
|
|
2019
Q3 | $249K | Buy |
+2,000
| New | +$249K | 0.01% | 377 |
|