Cape Investment Advisory’s United Rentals URI Stock Holding History

Cape Investment Advisory’s Portfolio URI Stock Details URI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.27K	Hold
2025 Q1	$4.39K	Buy
2024 Q4	$4.23K	Buy
2024 Q3	$4.05K	Hold
2024 Q2	$3.23K	Hold
2024 Q1	$3.61K	Hold
2023 Q4	$2.87K	Hold
2023 Q3	$2.22K	Hold
2023 Q2	$2.23K	Hold
2023 Q1	$1.98K	Buy