American Trust’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$803K Sell
1,102
-266
-19% -$223K 0.07% 124
2025
Q4
$1.11M Sell
1,368
-15
-1% -$13K 0.09% 112
2025
Q3
$1.32M Buy
1,383
+40
+3% +$35.6K 0.11% 103
2025
Q2
$1.01M Buy
1,343
+101
+8% +$67.5K 0.1% 111
2025
Q1
$778K Buy
1,242
+14
+1% +$9.62K 0.19% 75
2024
Q4
$865K Buy
1,228
+21
+2% +$17.1K 0.07% 135
2024
Q3
$977K Buy
1,207
+813
+206% +$585K 0.08% 100
2024
Q2
$255K Buy
+394
New +$262K 0.02% 195
2023
Q2
Sell
-1,872
Closed -$741K 475
2023
Q1
$741K Sell
1,872
-648
-26% -$272K 0.05% 162
2022
Q4
$896K Buy
2,520
+1,170
+87% +$384K 0.08% 137
2022
Q3
$365K Buy
1,350
+440
+48% +$128K 0.03% 261
2022
Q2
$221K Hold
910
0.02% 398
2022
Q1
$323K Buy
+910
New +$297K 0.02% 335

Other funds holding URI