Cary Street Partners 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 | $88.1K | Buy |
117
+29
| +33% | +$21.8K | 0.04% | 337 |
|
|
2025
Q1 | $55.2K | Buy |
88
+19
| +28% | +$11.9K | 0.03% | 355 |
|
|
2024
Q4 | $48.6K | Sell |
69
-29,092
| -100% | -$20.5M | 0.03% | 322 |
|
|
2024
Q3 | $23.6M | Sell |
29,161
-378
| -1% | -$306K | 0.87% | 18 |
|
|
2024
Q2 | $19.1M | Sell |
29,539
-1,077
| -4% | -$697K | 0.77% | 24 |
|
|
2024
Q1 | $22.1M | Sell |
30,616
-517
| -2% | -$373K | 0.93% | 17 |
|
|
2023
Q4 | $17.9M | Sell |
31,133
-35
| -0.1% | -$20.1K | 0.85% | 22 |
|
|
2023
Q3 | $13.9M | Sell |
31,168
-161
| -0.5% | -$71.6K | 0.75% | 27 |
|
|
2023
Q2 | $14M | Sell |
31,329
-426
| -1% | -$190K | 0.9% | 20 |
|
|
2023
Q1 | $12.6M | Sell |
31,755
-393
| -1% | -$156K | 0.9% | 21 |
|
|
2022
Q4 | $11.4M | Sell |
32,148
-380
| -1% | -$135K | 0.84% | 30 |
|
|
2022
Q3 | $8.79M | Buy |
32,528
+2,724
| +9% | +$736K | 0.72% | 42 |
|
|
2022
Q2 | $7.24M | Buy |
+29,804
| New | +$7.24M | 0.61% | 47 |
|
|
2020
Q4 | – | Sell |
-175
| Closed | -$31K | – | 837 |
|
|
2020
Q3 | $31K | Buy |
+175
| New | +$31K | 0.01% | 575 |
|