Clifford Swan Investment Counsel’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 | $664K | Hold |
881
| – | – | 0.02% | 199 |
|
|
2025
Q1 | $552K | Buy |
881
+2
| +0.2% | +$1.25K | 0.02% | 208 |
|
|
2024
Q4 | $619K | Hold |
879
| – | – | 0.02% | 203 |
|
|
2024
Q3 | $712K | Hold |
879
| – | – | 0.03% | 200 |
|
|
2024
Q2 | $568K | Sell |
879
-200
| -19% | -$129K | 0.02% | 206 |
|
|
2024
Q1 | $778K | Hold |
1,079
| – | – | 0.03% | 184 |
|
|
2023
Q4 | $619K | Sell |
1,079
-1
| -0.1% | -$573 | 0.02% | 198 |
|
|
2023
Q3 | $480K | Buy |
1,080
+1
| +0.1% | +$444 | 0.02% | 213 |
|
|
2023
Q2 | $481K | Hold |
1,079
| – | – | 0.02% | 215 |
|
|
2023
Q1 | $427K | Hold |
1,079
| – | – | 0.02% | 220 |
|
|
2022
Q4 | $383K | Hold |
1,079
| – | – | 0.02% | 231 |
|
|
2022
Q3 | $291K | Hold |
1,079
| – | – | 0.01% | 259 |
|
|
2022
Q2 | $262K | Buy |
1,079
+79
| +8% | +$19.2K | 0.01% | 281 |
|
|
2022
Q1 | $355K | Hold |
1,000
| – | – | 0.01% | 264 |
|
|
2021
Q4 | $332K | Hold |
1,000
| – | – | 0.01% | 272 |
|
|
2021
Q3 | $383K | Hold |
1,000
| – | – | 0.01% | 260 |
|
|
2021
Q2 | $324K | Sell |
1,000
-25
| -2% | -$8.1K | 0.01% | 262 |
|
|
2021
Q1 | $338K | Hold |
1,025
| – | – | 0.01% | 261 |
|
|
2020
Q4 | $238K | Buy |
+1,025
| New | +$238K | 0.01% | 295 |
|