Litman Gregory Wealth Management LLC URI Holdings History
Number of Shares
5,944.00
Current Holdings Value*
$3.73 Mil
% of Portfolio
0.32%
Total Estimate Gain
$716,905.84
% of Total Estimate Gain
17.54%
Litman Gregory Wealth Management LLC's United Rentals Inc Holding Summary
As of 2025-03-31, Litman Gregory Wealth Management LLC held 5,944.00 shares of United Rentals Inc(URI), totaling $3.73 Mil. This investment constitutes 0.32% of their stock portfolio, and Litman Gregory Wealth Management LLC now holds 0.01% of the outstanding United Rentals Inc(URI) stock.
The initial trade took place in 2025Q1. And since then Litman Gregory Wealth Management LLC has made 1 purchases of URI, at an average price of $687.44, for a total of 5,944.00 shares. Based on historical transaction data and URI's current price of $808.05, Litman Gregory Wealth Management LLC's estimated gain on his URI holdings is $716,905.84, reflecting a 17.54% gain to date.
Litman Gregory Wealth Management LLC URI ($808.05) Holding Chart
Litman Gregory Wealth Management LLC URI ($808.05) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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