Wolff Wiese Magana’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 | $990K | Buy |
1,314
+60
| +5% | +$45.2K | 0.61% | 54 |
|
|
2025
Q1 | $786K | Buy |
1,254
+316
| +34% | +$198K | 0.53% | 56 |
|
|
2024
Q4 | $661K | Buy |
938
+4
| +0.4% | +$2.82K | 0.44% | 57 |
|
|
2024
Q3 | $756K | Buy |
934
+25
| +3% | +$20.2K | 0.52% | 53 |
|
|
2024
Q2 | $588K | Buy |
909
+29
| +3% | +$18.8K | 0.47% | 54 |
|
|
2024
Q1 | $635K | Buy |
880
+2
| +0.2% | +$1.44K | 0.55% | 50 |
|
|
2023
Q4 | $503K | Sell |
878
-161
| -15% | -$92.3K | 0.48% | 54 |
|
|
2023
Q3 | $462K | Sell |
1,039
-14
| -1% | -$6.22K | 0.38% | 70 |
|
|
2023
Q2 | $469K | Sell |
1,053
-3
| -0.3% | -$1.34K | 0.36% | 68 |
|
|
2023
Q1 | $418K | Sell |
1,056
-18
| -2% | -$7.12K | 0.34% | 69 |
|
|
2022
Q4 | $382K | Sell |
1,074
-47
| -4% | -$16.7K | 0.33% | 69 |
|
|
2022
Q3 | $303K | Buy |
1,121
+898
| +403% | +$243K | 0.24% | 80 |
|
|
2022
Q2 | $55K | Buy |
223
+43
| +24% | +$10.6K | 0.04% | 238 |
|
|
2022
Q1 | $64K | Buy |
180
+7
| +4% | +$2.49K | 0.04% | 228 |
|
|
2021
Q4 | $58K | Buy |
173
+165
| +2,063% | +$55.3K | 0.04% | 258 |
|
|
2021
Q3 | $3K | Buy |
+8
| New | +$3K | ﹤0.01% | 692 |
|
|
2021
Q2 | – | Sell |
-250
| Closed | -$82K | – | 886 |
|
|
2021
Q1 | $82K | Hold |
250
| – | – | 0.06% | 211 |
|
|
2020
Q4 | $58K | Buy |
+250
| New | +$58K | 0.05% | 243 |
|