WFAG
Worth Financial Advisory Group’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Buy |
900
+32
| +4% | +$24.1K | 0.42% | 57 |
|
|
2025
Q1 | $544K | Sell |
868
-47
| -5% | -$29.5K | 0.35% | 74 |
|
|
2024
Q4 | $645K | Sell |
915
-85
| -9% | -$59.9K | 0.4% | 63 |
|
|
2024
Q3 | $810K | Buy |
1,000
+6
| +0.6% | +$4.86K | 0.48% | 52 |
|
|
2024
Q2 | $643K | Sell |
994
-387
| -28% | -$250K | 0.42% | 59 |
|
|
2024
Q1 | $996K | Buy |
1,381
+663
| +92% | +$478K | 0.69% | 36 |
|
|
2023
Q4 | $412K | Buy |
718
+42
| +6% | +$24.1K | 0.33% | 83 |
|
|
2023
Q3 | $301K | Buy |
676
+135
| +25% | +$60K | 0.27% | 93 |
|
|
2023
Q2 | $241K | Buy |
+541
| New | +$241K | 0.22% | 104 |
|