A detailed history of Institute For Wealth Management, Llc. transactions in United Rentals, Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,084 shares of URI stock, worth $5.23 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
8,084
Previous 7,980 1.3%
Holding current value
$5.23 Million
Previous $4.58 Million 27.41%
% of portfolio
0.76%
Previous 0.75%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$541.39 - $721.11 $56,304 - $74,995
104 Added 1.3%
8,084 $5.83 Million
Q4 2023

Jan 31, 2024

SELL
$399.02 - $580.47 $27,532 - $40,052
-69 Reduced 0.86%
7,980 $4.58 Million
Q3 2023

Oct 13, 2023

SELL
$428.28 - $491.17 $40,686 - $46,661
-95 Reduced 1.17%
8,049 $3.58 Million
Q2 2023

Jul 25, 2023

BUY
$326.53 - $445.37 $15,673 - $21,377
48 Added 0.59%
8,144 $3.63 Million
Q1 2023

Apr 20, 2023

SELL
$356.66 - $479.57 $67,052 - $90,159
-188 Reduced 2.27%
8,096 $3.2 Million
Q4 2022

Feb 02, 2023

SELL
$275.38 - $368.02 $3,579 - $4,784
-13 Reduced 0.16%
8,284 $2.94 Million
Q3 2022

Oct 18, 2022

BUY
$241.58 - $339.31 $23,433 - $32,913
97 Added 1.18%
8,297 $2.24 Million
Q2 2022

Jul 25, 2022

BUY
$235.84 - $354.0 $49,762 - $74,694
211 Added 2.64%
8,200 $1.99 Million
Q1 2022

Apr 29, 2022

SELL
$297.17 - $365.2 $8,023 - $9,860
-27 Reduced 0.34%
7,989 $2.84 Million
Q4 2021

Jan 21, 2022

SELL
$321.98 - $392.79 $643 - $785
-2 Reduced 0.02%
8,016 $2.66 Million
Q3 2021

Nov 15, 2021

SELL
$298.85 - $365.84 $2,988 - $3,658
-10 Reduced 0.12%
8,018 $2.81 Million
Q2 2021

Jul 21, 2021

SELL
$288.95 - $348.14 $28,317 - $34,117
-98 Reduced 1.21%
8,028 $2.56 Million
Q1 2021

May 04, 2021

SELL
$229.65 - $333.21 $47,767 - $69,307
-208 Reduced 2.5%
8,126 $2.68 Million
Q4 2020

Feb 01, 2021

SELL
$170.73 - $246.75 $73,926 - $106,842
-433 Reduced 4.94%
8,334 $1.93 Million
Q3 2020

Nov 03, 2020

SELL
$143.66 - $184.58 $13,791 - $17,719
-96 Reduced 1.08%
8,767 $1.53 Million
Q1 2020

Apr 29, 2020

SELL
$69.59 - $168.65 $178,080 - $431,575
-2,559 Reduced 22.4%
8,863 $912,000
Q4 2019

Feb 27, 2020

BUY
$109.2 - $169.82 $1.04 Million - $1.62 Million
9,517 Added 499.58%
11,422 $1.91 Million
Q4 2019

Jan 27, 2020

SELL
$109.2 - $169.82 $1.04 Million - $1.61 Million
-9,507 Reduced 83.31%
1,905 $1.91 Million
Q3 2019

Oct 28, 2019

BUY
$103.8 - $137.59 $5,916 - $7,842
57 Added 0.5%
11,412 $1.42 Million
Q2 2019

Aug 02, 2019

BUY
$110.1 - $140.94 $54,829 - $70,188
498 Added 4.59%
11,355 $1.51 Million
Q1 2019

May 15, 2019

BUY
$101.98 - $136.84 $1.11 Million - $1.49 Million
10,857 New
10,857 $1.24 Million
Q4 2018

Feb 08, 2019

SELL
$95.9 - $165.53 $1.13 Million - $1.95 Million
-11,787 Closed
0 $0
Q3 2018

Oct 29, 2018

BUY
$144.75 - $171.76 $868 - $1,030
6 Added 0.05%
11,787 $1.98 Million
Q2 2018

Aug 10, 2018

BUY
$146.57 - $180.0 $23,011 - $28,260
157 Added 1.35%
11,781 $1.74 Million
Q1 2018

May 15, 2018

BUY
$161.99 - $189.4 $57,992 - $67,805
358 Added 3.18%
11,624 $1.75 Million
Q4 2017

Feb 12, 2018

SELL
$138.91 - $173.33 $23,197 - $28,946
-167 Reduced 1.46%
11,266 $1.93 Million
Q3 2017

Nov 14, 2017

BUY
$107.26 - $138.74 $4,826 - $6,243
45 Added 0.4%
11,433 $1.59 Million
Q2 2017

Aug 14, 2017

BUY
N/A
11,388
11,388 $1.28 Million

Others Institutions Holding URI

About UNITED RENTALS, INC.


  • Ticker URI
  • Exchange NYSE
  • Sector Industrials
  • Industry Rental & Leasing Services
  • Shares Outstandng 69,308,496
  • Market Cap $44.8B
  • Description
  • United Rentals, Inc., through its subsidiaries, operates as an equipment rental company. It operates in two segments, General Rentals and Specialty. The General Rentals segment rents general construction and industrial equipment includes backhoes, skid-steer loaders, forklifts, earthmoving equipment, and material handling equipment; aerial work ...
More about URI
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