Buffington Mohr McNeal’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $11M | Sell |
17,480
-2,132
| -11% | -$1.34M | 2.16% | 17 |
|
|
2024
Q4 | $13.8M | Sell |
19,612
-183
| -0.9% | -$129K | 2.29% | 16 |
|
|
2024
Q3 | $16M | Sell |
19,795
-30
| -0.2% | -$24.3K | 2.64% | 11 |
|
|
2024
Q2 | $12.8M | Sell |
19,825
-718
| -3% | -$464K | 2.25% | 13 |
|
|
2024
Q1 | $14.8M | Sell |
20,543
-149
| -0.7% | -$107K | 2.68% | 11 |
|
|
2023
Q4 | $11.9M | Sell |
20,692
-51
| -0.2% | -$29.2K | 2.38% | 12 |
|
|
2023
Q3 | $9.22M | Sell |
20,743
-436
| -2% | -$194K | 2.1% | 16 |
|
|
2023
Q2 | $9.43M | Sell |
21,179
-185
| -0.9% | -$82.4K | 2.04% | 19 |
|
|
2023
Q1 | $8.46M | Sell |
21,364
-56
| -0.3% | -$22.2K | 1.94% | 19 |
|
|
2022
Q4 | $7.61M | Buy |
21,420
+1,010
| +5% | +$359K | 1.77% | 21 |
|
|
2022
Q3 | $5.51M | Buy |
20,410
+956
| +5% | +$258K | 1.33% | 25 |
|
|
2022
Q2 | $4.73M | Buy |
19,454
+2,827
| +17% | +$687K | 1.04% | 33 |
|
|
2022
Q1 | $5.91M | Buy |
16,627
+10,770
| +184% | +$3.83M | 1.12% | 31 |
|
|
2021
Q4 | $1.95M | Buy |
+5,857
| New | +$1.95M | 0.33% | 50 |
|
|
2019
Q2 | – | Sell |
-370
| Closed | -$42K | – | 313 |
|
|
2019
Q1 | $42K | Buy |
+370
| New | +$42K | 0.01% | 197 |
|
|
2018
Q1 | – | Sell |
-1,750
| Closed | -$301K | – | 122 |
|
|
2017
Q4 | $301K | Sell |
1,750
-650
| -27% | -$112K | 0.12% | 109 |
|
|
2017
Q3 | $350K | Hold |
2,400
| – | – | 0.14% | 103 |
|
|
2017
Q2 | $271K | Buy |
+2,400
| New | +$271K | 0.11% | 123 |
|