Chesley Taft & Associates’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 | $2.9M | Sell |
3,852
-10
| -0.3% | -$7.53K | 0.13% | 122 |
|
|
2025
Q1 | $2.42M | Sell |
3,862
-55
| -1% | -$34.5K | 0.12% | 126 |
|
|
2024
Q4 | $2.76M | Sell |
3,917
-30
| -0.8% | -$21.1K | 0.13% | 118 |
|
|
2024
Q3 | $3.2M | Sell |
3,947
-224
| -5% | -$181K | 0.15% | 105 |
|
|
2024
Q2 | $2.7M | Sell |
4,171
-237
| -5% | -$153K | 0.14% | 114 |
|
|
2024
Q1 | $3.18M | Sell |
4,408
-838
| -16% | -$604K | 0.16% | 108 |
|
|
2023
Q4 | $3.01M | Sell |
5,246
-150
| -3% | -$86K | 0.17% | 109 |
|
|
2023
Q3 | $2.4M | Buy |
5,396
+1
| +0% | +$445 | 0.16% | 118 |
|
|
2023
Q2 | $2.4M | Sell |
5,395
-47
| -0.9% | -$20.9K | 0.15% | 125 |
|
|
2023
Q1 | $2.15M | Sell |
5,442
-739
| -12% | -$292K | 0.14% | 129 |
|
|
2022
Q4 | $2.2M | Hold |
6,181
| – | – | 0.15% | 128 |
|
|
2022
Q3 | $1.67M | Buy |
6,181
+30
| +0.5% | +$8.11K | 0.12% | 135 |
|
|
2022
Q2 | $1.49M | Sell |
6,151
-117
| -2% | -$28.4K | 0.1% | 144 |
|
|
2022
Q1 | $2M | Hold |
6,268
| – | – | 0.12% | 133 |
|
|
2021
Q4 | $2.08M | Sell |
6,268
-202
| -3% | -$67.1K | 0.11% | 139 |
|
|
2021
Q3 | $2.27M | Sell |
6,470
-10
| -0.2% | -$3.51K | 0.13% | 130 |
|
|
2021
Q2 | $2.07M | Sell |
6,480
-48
| -0.7% | -$15.3K | 0.12% | 133 |
|
|
2021
Q1 | $2.16M | Sell |
6,528
-2,866
| -31% | -$950K | 0.13% | 130 |
|
|
2020
Q4 | $2.18M | Sell |
9,394
-85
| -0.9% | -$19.7K | 0.14% | 119 |
|
|
2020
Q3 | $1.65M | Sell |
9,479
-2,127
| -18% | -$371K | 0.12% | 128 |
|
|
2020
Q2 | $1.73M | Hold |
11,606
| – | – | 0.13% | 120 |
|
|
2020
Q1 | $1.19M | Sell |
11,606
-415
| -3% | -$42.7K | 0.11% | 138 |
|
|
2019
Q4 | $2.01M | Sell |
12,021
-4
| -0% | -$667 | 0.14% | 117 |
|
|
2019
Q3 | $1.5M | Sell |
12,025
-335
| -3% | -$41.8K | 0.12% | 132 |
|
|
2019
Q2 | $1.64M | Buy |
12,360
+85
| +0.7% | +$11.3K | 0.13% | 126 |
|
|
2019
Q1 | $1.4M | Buy |
12,275
+1,130
| +10% | +$129K | 0.12% | 131 |
|
|
2018
Q4 | $1.14M | Buy |
11,145
+9,215
| +477% | +$945K | 0.11% | 140 |
|
|
2018
Q3 | $316K | Buy |
+1,930
| New | +$316K | 0.03% | 249 |
|