Bartlett & Co Wealth Management’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 | $42.2K | Buy |
56
+1
| +2% | +$753 | ﹤0.01% | 682 |
|
|
2025
Q1 | $34.5K | Sell |
55
-210
| -79% | -$132K | ﹤0.01% | 725 |
|
|
2024
Q4 | $187K | Hold |
265
| – | – | ﹤0.01% | 450 |
|
|
2024
Q3 | $215K | Sell |
265
-5
| -2% | -$4.05K | ﹤0.01% | 429 |
|
|
2024
Q2 | $175K | Hold |
270
| – | – | ﹤0.01% | 455 |
|
|
2024
Q1 | $195K | Sell |
270
-90
| -25% | -$64.9K | ﹤0.01% | 454 |
|
|
2023
Q4 | $208K | Sell |
360
-45
| -11% | -$26K | ﹤0.01% | 467 |
|
|
2023
Q3 | $180K | Sell |
405
-10
| -2% | -$4.45K | ﹤0.01% | 460 |
|
|
2023
Q2 | $185K | Buy |
+415
| New | +$185K | ﹤0.01% | 463 |
|
|
2021
Q3 | – | Sell |
-9
| Closed | -$2.87K | – | 1078 |
|
|
2021
Q2 | $2.87K | Hold |
9
| – | – | ﹤0.01% | 814 |
|
|
2021
Q1 | $2.96K | Hold |
9
| – | – | ﹤0.01% | 845 |
|
|
2020
Q4 | $2.09K | Buy |
+9
| New | +$2.09K | ﹤0.01% | 914 |
|