Brandywine Oak Private 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
2025
Q2
$2.8M Buy
2025
Q1
$2M Sell
2024
Q4
$2.24M Buy
2024
Q3
$2.58M Hold
2024
Q2
$2.06M Buy
2024
Q1
$1.98M Hold
2023
Q4
$1.57M Sell
2023
Q3
$1.5M Hold
2023
Q2
$1.5M Buy
2023
Q1
$829K Buy
2022
Q4
$727K Buy
2022
Q3
$249K Hold
2022
Q2
$224K Hold
2022
Q1
$328K Sell
2021
Q4
$315K Buy
2021
Q3
$324K Buy