Chicago Partners Investment Group’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
$395K Buy
491
+32
+7% +$25.7K 0.01% 699
2025
Q1
$299K Buy
459
+114
+33% +$74.3K 0.01% 689
2024
Q4
$231K Buy
345
+5
+1% +$3.35K 0.01% 760
2024
Q3
$283K Sell
340
-4
-1% -$3.34K 0.01% 639
2024
Q2
$253K Sell
344
-56
-14% -$41.2K 0.01% 644
2024
Q1
$265K Buy
400
+16
+4% +$10.6K 0.01% 604
2023
Q4
$222K Buy
+384
New +$222K 0.01% 624