Clifford Swan Investment Counsel’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Hold |
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|
2025
Q1 | $552K | Buy |
|
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|
2024
Q4 | $619K | Hold |
|
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|
2024
Q3 | $712K | Hold |
|
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|
2024
Q2 | $568K | Sell |
|
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|
2024
Q1 | $778K | Hold |
|
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|
2023
Q4 | $619K | Sell |
|
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|
2023
Q3 | $480K | Buy |
|
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|
2023
Q2 | $481K | Hold |
|
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|
2023
Q1 | $427K | Hold |
|
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|
2022
Q4 | $383K | Hold |
|
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|
2022
Q3 | $291K | Hold |
|
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|
2022
Q2 | $262K | Buy |
|
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|
2022
Q1 | $355K | Hold |
|
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|
2021
Q4 | $332K | Hold |
|
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|
2021
Q3 | $383K | Hold |
|
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|
2021
Q2 | $324K | Sell |
|
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|
2021
Q1 | $338K | Hold |
|
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|
2020
Q4 | $238K | Buy |
|