Concurrent Investment Advisors’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
Q3
$548K Buy
2025
Q2
$402K Buy
2025
Q1
$315K Buy
2024
Q4
$316K Sell
2024
Q3
$367K Buy
2024
Q2
$284K Buy
2024
Q1
$301K Buy
2023
Q4
$231K Buy