Atlas Capital Advisors’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 | $850K | Sell |
1,167
-410
| -26% | -$344K | 0.1% | 170 |
|
|
2025
Q4 | $1.28M | Buy |
+1,577
| New | +$1.37M | 0.14% | 125 |
|
|
2025
Q2 | $1.36M | Sell |
1,810
-22
| -1% | -$14.7K | 0.17% | 114 |
|
|
2025
Q1 | $1.15M | Hold |
1,832
| – | – | 0.14% | 130 |
|
|
2024
Q4 | $1.29M | Sell |
1,832
-109
| -6% | -$88.6K | 0.16% | 107 |
|
|
2024
Q3 | $1.57M | Sell |
1,941
-182
| -9% | -$131K | 0.24% | 82 |
|
|
2024
Q2 | $1.37M | Sell |
2,123
-25
| -1% | -$16.6K | 0.18% | 98 |
|
|
2024
Q1 | $1.55M | Buy |
2,148
+4
| +0.2% | +$2.57K | 0.24% | 78 |
|
|
2023
Q4 | $1.23M | Buy |
2,144
+81
| +4% | +$38.2K | 0.18% | 97 |
|
|
2023
Q3 | $917K | Hold |
2,063
| – | – | 0.15% | 111 |
|
|
2023
Q2 | $919K | Sell |
2,063
-411
| -17% | -$152K | 0.14% | 119 |
|
|
2023
Q1 | $979K | Sell |
2,474
-380
| -13% | -$160K | 0.15% | 99 |
|
|
2022
Q4 | $1.01M | Buy |
2,854
+765
| +37% | +$251K | 0.17% | 106 |
|
|
2022
Q3 | $564K | Sell |
2,089
-16
| -0.8% | -$4.66K | 0.1% | 162 |
|
|
2022
Q2 | $511K | Sell |
2,105
-700
| -25% | -$206K | 0.09% | 190 |
|
|
2022
Q1 | $996K | Buy |
2,805
+1,350
| +93% | +$441K | 0.15% | 118 |
|
|
2021
Q4 | $483K | Buy |
1,455
+16
| +1% | +$5.7K | 0.07% | 221 |
|
|
2021
Q3 | $505K | Sell |
1,439
-20
| -1% | -$6.71K | 0.08% | 201 |
|
|
2021
Q2 | $465K | Sell |
1,459
-781
| -35% | -$252K | 0.08% | 224 |
|
|
2021
Q1 | $738K | Buy |
2,240
+1,227
| +121% | +$347K | 0.14% | 140 |
|
|
2020
Q4 | $235K | Sell |
1,013
-987
| -49% | -$209K | 0.05% | 284 |
|
|
2020
Q3 | $349K | Hold |
2,000
| – | – | 0.08% | 230 |
|
|
2020
Q2 | $298K | Hold |
2,000
| – | – | 0.07% | 252 |
|
|
2020
Q1 | $206K | Buy |
2,000
+1,028
| +106% | +$136K | 0.06% | 264 |
|
|
2019
Q4 | $162K | Hold |
972
| – | – | 0.04% | 341 |
|
|
2019
Q3 | $121K | Hold |
972
| – | – | 0.04% | 381 |
|
|
2019
Q2 | $129K | Hold |
972
| – | – | 0.04% | 369 |
|
|
2019
Q1 | $111K | Hold |
972
| – | – | 0.04% | 341 |
|
|
2018
Q4 | $99.7K | Sell |
972
-938
| -49% | -$113K | 0.04% | 338 |
|
|
2018
Q3 | $316K | Sell |
1,910
-944
| -33% | -$147K | 0.11% | 234 |
|
|
2018
Q2 | $434K | Buy |
2,854
+1,882
| +194% | +$307K | 0.15% | 178 |
|
|
2018
Q1 | $168K | Buy |
+972
| New | +$173K | 0.05% | 294 |
|
Other funds holding URI
VCM
VPM
