Ballentine Partners’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 | $943K | Sell |
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|
2025
Q4 | $1.07M | Sell |
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|
2025
Q3 | $1.54M | Buy |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $817K | Buy |
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|
2024
Q4 | $766K | Buy |
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|
2024
Q3 | $879K | Buy |
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|
2024
Q2 | $648K | Sell |
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|
2024
Q1 | $754K | Buy |
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|
2023
Q4 | $510K | Buy |
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|
2023
Q3 | $387K | Buy |
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|
2023
Q2 | $380K | Buy |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $655K | Buy |
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|
2022
Q3 | $228K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $252K | Buy |
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|
2021
Q4 | $235K | Hold |
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|
2021
Q3 | $248K | Buy |
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|
2021
Q2 | $217K | Buy |
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|
2021
Q1 | $223K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $278K | Hold |
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|
2017
Q2 | $243K | Buy |
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