Avalon Trust’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 | $263K | Hold |
349
| – | – | 0.02% | 125 |
|
2025
Q1 | $219K | Hold |
349
| – | – | 0.02% | 125 |
|
2024
Q4 | $246K | Hold |
349
| – | – | 0.02% | 113 |
|
2024
Q3 | $283K | Hold |
349
| – | – | 0.02% | 106 |
|
2024
Q2 | $226K | Sell |
349
-66
| -16% | -$42.7K | 0.02% | 118 |
|
2024
Q1 | $299K | Hold |
415
| – | – | 0.02% | 112 |
|
2023
Q4 | $238K | Hold |
415
| – | – | 0.02% | 115 |
|
2023
Q3 | $184K | Hold |
415
| – | – | 0.02% | 121 |
|
2023
Q2 | $185K | Hold |
415
| – | – | 0.02% | 127 |
|
2023
Q1 | $164K | Buy |
+415
| New | +$164K | 0.02% | 127 |
|