Asset Dedication LLC’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$40.7K Hold
2025
Q1
$33.8K Buy
2024
Q4
$36.6K Buy
2024
Q3
$40.5K Sell
2024
Q2
$34.3K Buy
2024
Q1
$36K Sell
2023
Q4
$58K Hold
2023
Q3
$44K Hold
2023
Q2
$44K Buy
2023
Q1
$20K Hold
2022
Q4
$18K Buy
2020
Q1
Sell
2019
Q4
$2K Buy