Atria Investments’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 | $3.55M | Buy |
4,708
+47
| +1% | +$35.4K | 0.04% | 509 |
|
|
2025
Q1 | $2.92M | Buy |
4,661
+1,613
| +53% | +$1.01M | 0.04% | 557 |
|
|
2024
Q4 | $2.15M | Sell |
3,048
-130
| -4% | -$91.6K | 0.03% | 654 |
|
|
2024
Q3 | $2.57M | Sell |
3,178
-91
| -3% | -$73.7K | 0.03% | 586 |
|
|
2024
Q2 | $2.11M | Sell |
3,269
-596
| -15% | -$385K | 0.03% | 615 |
|
|
2024
Q1 | $2.79M | Buy |
3,865
+761
| +25% | +$549K | 0.04% | 529 |
|
|
2023
Q4 | $1.78M | Sell |
3,104
-43
| -1% | -$24.7K | 0.03% | 642 |
|
|
2023
Q3 | $1.4M | Buy |
3,147
+145
| +5% | +$64.5K | 0.02% | 704 |
|
|
2023
Q2 | $1.34M | Sell |
3,002
-485
| -14% | -$216K | 0.02% | 718 |
|
|
2023
Q1 | $1.38M | Buy |
3,487
+662
| +23% | +$262K | 0.03% | 681 |
|
|
2022
Q4 | $1M | Buy |
+2,825
| New | +$1M | 0.02% | 761 |
|
|
2020
Q1 | – | Sell |
-5,776
| Closed | -$963K | – | 1160 |
|
|
2019
Q4 | $963K | Buy |
5,776
+2,262
| +64% | +$377K | 0.03% | 542 |
|
|
2019
Q3 | $438K | Sell |
3,514
-565
| -14% | -$70.4K | 0.02% | 618 |
|
|
2019
Q2 | $445K | Sell |
4,079
-2,012
| -33% | -$220K | 0.02% | 619 |
|
|
2019
Q1 | $696K | Sell |
6,091
-434
| -7% | -$49.6K | 0.03% | 444 |
|
|
2018
Q4 | $669K | Buy |
6,525
+1,360
| +26% | +$139K | 0.03% | 412 |
|
|
2018
Q3 | $845K | Buy |
5,165
+2,892
| +127% | +$473K | 0.03% | 445 |
|
|
2018
Q2 | $336K | Buy |
2,273
+986
| +77% | +$146K | 0.01% | 704 |
|
|
2018
Q1 | $222K | Sell |
1,287
-143
| -10% | -$24.7K | 0.01% | 781 |
|
|
2017
Q4 | $246K | Buy |
+1,430
| New | +$246K | 0.01% | 718 |
|
|
2015
Q2 | – | Sell |
-3,593
| Closed | -$328K | – | 423 |
|
|
2015
Q1 | $328K | Buy |
3,593
+74
| +2% | +$6.76K | 0.04% | 307 |
|
|
2014
Q4 | $359K | Buy |
3,519
+613
| +21% | +$62.5K | 0.04% | 302 |
|
|
2014
Q3 | $323K | Buy |
+2,906
| New | +$323K | 0.03% | 351 |
|