Cape Investment Advisory’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
$5.27K Hold
7
﹤0.01% 746
2025
Q1
$4.39K Buy
7
+1
+17% +$627 ﹤0.01% 774
2024
Q4
$4.23K Buy
6
+1
+20% +$705 ﹤0.01% 780
2024
Q3
$4.05K Hold
5
﹤0.01% 750
2024
Q2
$3.23K Hold
5
﹤0.01% 738
2024
Q1
$3.61K Hold
5
﹤0.01% 702
2023
Q4
$2.87K Hold
5
﹤0.01% 877
2023
Q3
$2.22K Hold
5
﹤0.01% 779
2023
Q2
$2.23K Hold
5
﹤0.01% 762
2023
Q1
$1.98K Buy
+5
New +$1.98K ﹤0.01% 812