Cardiff Park Advisors’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 | $1.13M | Hold |
1,500
| – | – | 0.1% | 107 |
|
2025
Q1 | $940K | Hold |
1,500
| – | – | 0.09% | 110 |
|
2024
Q4 | $1.06M | Hold |
1,500
| – | – | 0.1% | 103 |
|
2024
Q3 | $1.21M | Hold |
1,500
| – | – | 0.11% | 87 |
|
2024
Q2 | $970K | Hold |
1,500
| – | – | 0.09% | 101 |
|
2024
Q1 | $1.08M | Hold |
1,500
| – | – | 0.1% | 96 |
|
2023
Q4 | $860K | Hold |
1,500
| – | – | 0.1% | 108 |
|
2023
Q3 | $667K | Hold |
1,500
| – | – | 0.08% | 115 |
|
2023
Q2 | $668K | Hold |
1,500
| – | – | 0.08% | 119 |
|
2023
Q1 | $594K | Hold |
1,500
| – | – | 0.08% | 126 |
|
2022
Q4 | $533K | Hold |
1,500
| – | – | 0.07% | 135 |
|
2022
Q3 | $405K | Hold |
1,500
| – | – | 0.06% | 156 |
|
2022
Q2 | $364K | Hold |
1,500
| – | – | 0.06% | 168 |
|
2022
Q1 | $533K | Hold |
1,500
| – | – | 0.08% | 136 |
|
2021
Q4 | $498K | Buy |
+1,500
| New | +$498K | 0.07% | 140 |
|