Badgley Phelps Wealth Managers’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 | $13.9M | Buy |
18,485
+297
| +2% | +$224K | 0.31% | 86 |
|
|
2025
Q1 | $11.4M | Buy |
18,188
+402
| +2% | +$252K | 0.28% | 99 |
|
|
2024
Q4 | $12.5M | Buy |
17,786
+731
| +4% | +$515K | 0.29% | 90 |
|
|
2024
Q3 | $13.8M | Buy |
17,055
+1,461
| +9% | +$1.18M | 0.32% | 86 |
|
|
2024
Q2 | $10.1M | Buy |
15,594
+484
| +3% | +$313K | 0.25% | 101 |
|
|
2024
Q1 | $10.9M | Buy |
15,110
+5,265
| +53% | +$3.8M | 0.27% | 98 |
|
|
2023
Q4 | $5.65M | Buy |
+9,845
| New | +$5.65M | 0.15% | 110 |
|