World Investment 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
Q2
$1.32M Buy
1,748
+14
+0.8% +$10.5K 0.03% 456
2025
Q1
$1.09M Buy
1,734
+3
+0.2% +$1.88K 0.03% 479
2024
Q4
$1.22M Buy
1,731
+9
+0.5% +$6.34K 0.03% 422
2024
Q3
$1.39M Sell
1,722
-218
-11% -$177K 0.04% 360
2024
Q2
$1.25M Hold
1,940
0.08% 233
2024
Q1
$1.4M Buy
+1,940
New +$1.4M 0.2% 107