Canandaigua National Bank & Trust’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 | $753K | Hold |
1,000
| – | – | 0.07% | 209 |
|
2025
Q1 | $627K | Sell |
1,000
-73
| -7% | -$45.7K | 0.06% | 218 |
|
2024
Q4 | $756K | Hold |
1,073
| – | – | 0.07% | 200 |
|
2024
Q3 | $869K | Hold |
1,073
| – | – | 0.08% | 196 |
|
2024
Q2 | $694K | Buy |
1,073
+73
| +7% | +$47.2K | 0.08% | 189 |
|
2024
Q1 | $721K | Sell |
1,000
-18
| -2% | -$13K | 0.11% | 158 |
|
2023
Q4 | $584K | Hold |
1,018
| – | – | 0.09% | 160 |
|
2023
Q3 | $453K | Hold |
1,018
| – | – | 0.07% | 174 |
|
2023
Q2 | $453K | Buy |
1,018
+18
| +2% | +$8.02K | 0.07% | 177 |
|
2023
Q1 | $396K | Buy |
+1,000
| New | +$396K | 0.07% | 183 |
|