Annis Gardner Whiting Capital 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 | $85.9K | Buy |
114
+14
| +14% | +$10.5K | 0.03% | 328 |
|
|
2025
Q1 | $62.7K | Sell |
100
-1
| -1% | -$627 | 0.03% | 330 |
|
|
2024
Q4 | $71.1K | Buy |
101
+1
| +1% | +$704 | 0.02% | 309 |
|
|
2024
Q3 | $81K | Sell |
100
-29
| -22% | -$23.5K | 0.02% | 316 |
|
|
2024
Q2 | $83.4K | Sell |
129
-10
| -7% | -$6.47K | 0.02% | 333 |
|
|
2024
Q1 | $100K | Buy |
139
+42
| +43% | +$30.3K | 0.04% | 282 |
|
|
2023
Q4 | $55.6K | Buy |
97
+6
| +7% | +$3.44K | 0.02% | 292 |
|
|
2023
Q3 | $40.5K | Buy |
+91
| New | +$40.5K | 0.02% | 304 |
|