BOPW
Brandywine Oak Private Wealth’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
3,712
+528
| +17% | +$398K | 0.26% | 51 |
|
|
2025
Q1 | $2M | Sell |
3,184
-2
| -0.1% | -$1.25K | 0.2% | 63 |
|
|
2024
Q4 | $2.24M | Buy |
3,186
+2
| +0.1% | +$1.41K | 0.22% | 58 |
|
|
2024
Q3 | $2.58M | Hold |
3,184
| – | – | 0.25% | 56 |
|
|
2024
Q2 | $2.06M | Buy |
3,184
+438
| +16% | +$283K | 0.21% | 62 |
|
|
2024
Q1 | $1.98M | Hold |
2,746
| – | – | 0.21% | 64 |
|
|
2023
Q4 | $1.57M | Sell |
2,746
-630
| -19% | -$361K | 0.17% | 68 |
|
|
2023
Q3 | $1.5M | Hold |
3,376
| – | – | 0.18% | 69 |
|
|
2023
Q2 | $1.5M | Buy |
3,376
+1,281
| +61% | +$571K | 0.17% | 71 |
|
|
2023
Q1 | $829K | Buy |
2,095
+50
| +2% | +$19.8K | 0.1% | 106 |
|
|
2022
Q4 | $727K | Buy |
2,045
+1,120
| +121% | +$398K | 0.09% | 122 |
|
|
2022
Q3 | $249K | Hold |
925
| – | – | 0.03% | 235 |
|
|
2022
Q2 | $224K | Hold |
925
| – | – | 0.03% | 294 |
|
|
2022
Q1 | $328K | Sell |
925
-25
| -3% | -$8.87K | 0.04% | 244 |
|
|
2021
Q4 | $315K | Buy |
950
+25
| +3% | +$8.29K | 0.03% | 246 |
|
|
2021
Q3 | $324K | Buy |
+925
| New | +$324K | 0.04% | 239 |
|