Bison Wealth’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$790K Sell
2024
Q2
$1M Hold
2024
Q1
$1M Sell
2023
Q4
$804K Sell
2023
Q3
$820K Sell
2023
Q2
$1.41M Sell
2023
Q1
$1.06M Sell
2022
Q4
$1.38M Sell
2022
Q3
$892K Buy