Wolf Group Capital Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.71M | Sell |
2,736
-805
| -23% | -$504K | 0.58% | 54 |
|
|
2024
Q4 | $1.58M | Hold |
3,541
| – | – | 0.76% | 48 |
|
|
2024
Q3 | $1.58M | Buy |
3,541
+713
| +25% | +$318K | 0.75% | 49 |
|
|
2024
Q2 | $1.83M | Sell |
2,828
-713
| -20% | -$461K | 0.72% | 47 |
|
|
2024
Q1 | $1.58M | Hold |
3,541
| – | – | 0.75% | 49 |
|
|
2023
Q4 | $1.58M | Buy |
3,541
+157
| +5% | +$69.9K | 0.75% | 49 |
|
|
2023
Q3 | $1.5M | Sell |
3,384
-180
| -5% | -$80K | 0.71% | 48 |
|
|
2023
Q2 | $1.21M | Sell |
3,564
-224
| -6% | -$76K | 0.6% | 61 |
|
|
2023
Q1 | $1.5M | Sell |
3,788
-511
| -12% | -$202K | 0.75% | 51 |
|
|
2022
Q4 | $1.53M | Sell |
4,299
-286
| -6% | -$102K | 0.72% | 54 |
|
|
2022
Q3 | $1.24M | Sell |
4,585
-15
| -0.3% | -$4.05K | 0.68% | 57 |
|
|
2022
Q2 | $1.12M | Sell |
4,600
-215
| -4% | -$52.2K | 0.58% | 60 |
|
|
2022
Q1 | $1.71M | Sell |
4,815
-10,158
| -68% | -$3.61M | 0.87% | 46 |
|
|
2021
Q4 | $4.98M | Buy |
14,973
+10,115
| +208% | +$3.36M | 0.81% | 46 |
|
|
2021
Q3 | $1.71M | Sell |
4,858
-3,548
| -42% | -$1.25M | 0.93% | 40 |
|
|
2021
Q2 | $2.68M | Sell |
8,406
-8
| -0.1% | -$2.55K | 1.44% | 20 |
|
|
2021
Q1 | $2.77M | Sell |
8,414
-3,411
| -29% | -$1.12M | 1.6% | 17 |
|
|
2020
Q4 | $2.74M | Sell |
11,825
-148
| -1% | -$34.3K | 1.7% | 14 |
|
|
2020
Q3 | $2.09M | Sell |
11,973
-188
| -2% | -$32.8K | 1.45% | 20 |
|
|
2020
Q2 | $1.81M | Buy |
12,161
+160
| +1% | +$23.8K | 1.35% | 27 |
|
|
2020
Q1 | $1.24M | Buy |
12,001
+160
| +1% | +$16.5K | 1.03% | 35 |
|
|
2019
Q4 | $1.98M | Buy |
11,841
+1,114
| +10% | +$186K | 1.3% | 31 |
|
|
2019
Q3 | $1.34M | Buy |
10,727
+386
| +4% | +$48.1K | 0.92% | 37 |
|
|
2019
Q2 | $1.37M | Sell |
10,341
-358
| -3% | -$47.5K | 0.95% | 35 |
|
|
2019
Q1 | $1.22M | Buy |
10,699
+489
| +5% | +$55.9K | 0.84% | 40 |
|
|
2018
Q4 | $1.05M | Buy |
10,210
+470
| +5% | +$48.2K | 0.78% | 43 |
|
|
2018
Q3 | $1.59M | Buy |
+9,740
| New | +$1.59M | 1.04% | 38 |
|