AP
Atwood & Palmer’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.2M | Buy |
57,371
+269
| +0.5% | +$203K | 2.7% | 9 |
|
|
2025
Q1 | $35.8M | Sell |
57,102
-535
| -0.9% | -$335K | 2.48% | 10 |
|
|
2024
Q4 | $40.6M | Buy |
57,637
+259
| +0.5% | +$182K | 2.78% | 7 |
|
|
2024
Q3 | $46.5M | Sell |
57,378
-15
| -0% | -$12.1K | 3.16% | 2 |
|
|
2024
Q2 | $37.1M | Buy |
57,393
+483
| +0.8% | +$312K | 2.81% | 7 |
|
|
2024
Q1 | $41M | Sell |
56,910
-21,580
| -27% | -$15.6M | 3.11% | 2 |
|
|
2023
Q4 | $45M | Sell |
78,490
-1,170
| -1% | -$671K | 3.64% | 1 |
|
|
2023
Q3 | $35.4M | Sell |
79,660
-9,142
| -10% | -$4.06M | 3.1% | 2 |
|
|
2023
Q2 | $39.5M | Sell |
88,802
-18,702
| -17% | -$8.33M | 3.54% | 1 |
|
|
2023
Q1 | $42.5M | Sell |
107,504
-1,171
| -1% | -$463K | 4% | 1 |
|
|
2022
Q4 | $38.6M | Buy |
108,675
+734
| +0.7% | +$261K | 3.49% | 2 |
|
|
2022
Q3 | $29.2M | Buy |
107,941
+1,150
| +1% | +$311K | 2.89% | 5 |
|
|
2022
Q2 | $25.9M | Sell |
106,791
-215
| -0.2% | -$52.2K | 2.53% | 8 |
|
|
2022
Q1 | $38M | Sell |
107,006
-410
| -0.4% | -$146K | 3.28% | 3 |
|
|
2021
Q4 | $35.7M | Sell |
107,416
-760
| -0.7% | -$253K | 2.99% | 6 |
|
|
2021
Q3 | $38M | Sell |
108,176
-1,751
| -2% | -$614K | 3.39% | 5 |
|
|
2021
Q2 | $35.1M | Sell |
109,927
-1,312
| -1% | -$419K | 3.15% | 5 |
|
|
2021
Q1 | $36.6M | Sell |
111,239
-1,937
| -2% | -$638K | 3.53% | 2 |
|
|
2020
Q4 | $26.2M | Buy |
113,176
+575
| +0.5% | +$133K | 2.82% | 8 |
|
|
2020
Q3 | $19.6M | Sell |
112,601
-225
| -0.2% | -$39.3K | 2.47% | 14 |
|
|
2020
Q2 | $16.8M | Sell |
112,826
-35
| -0% | -$5.22K | 2.27% | 18 |
|
|
2020
Q1 | $11.6M | Buy |
112,861
+2,990
| +3% | +$308K | 1.82% | 20 |
|
|
2019
Q4 | $18.3M | Sell |
109,871
-68,476
| -38% | -$11.4M | 2.36% | 18 |
|
|
2019
Q3 | $22.2M | Sell |
178,347
-9,266
| -5% | -$1.15M | 3% | 10 |
|
|
2019
Q2 | $24.9M | Buy |
187,613
+23
| +0% | +$3.05K | 3.36% | 8 |
|
|
2019
Q1 | $21.4M | Sell |
187,590
-310
| -0.2% | -$35.4K | 3.03% | 10 |
|
|
2018
Q4 | $19.3M | Buy |
187,900
+115,230
| +159% | +$11.8M | 3.06% | 9 |
|
|
2018
Q3 | $11.9M | Buy |
72,670
+2,805
| +4% | +$459K | 1.55% | 24 |
|
|
2018
Q2 | $10.3M | Buy |
69,865
+6,350
| +10% | +$937K | 1.42% | 25 |
|
|
2018
Q1 | $11M | Buy |
63,515
+3,155
| +5% | +$545K | 1.56% | 22 |
|
|
2017
Q4 | $10.4M | Buy |
60,360
+3,725
| +7% | +$640K | 1.46% | 24 |
|
|
2017
Q3 | $7.86M | Buy |
56,635
+1,675
| +3% | +$232K | 1.14% | 29 |
|
|
2017
Q2 | $6.2M | Buy |
+54,960
| New | +$6.2M | 0.97% | 30 |
|