Cape Investment Advisory’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$809 Hold
2025
Q3
$955 Sell
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