CIA
Concurrent Investment Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
534
+31
| +6% | +$23.4K | 0.01% | 930 |
|
|
2025
Q1 | $315K | Buy |
503
+54
| +12% | +$33.9K | 0.01% | 896 |
|
|
2024
Q4 | $316K | Sell |
449
-4
| -0.9% | -$2.82K | 0.01% | 797 |
|
|
2024
Q3 | $367K | Buy |
453
+14
| +3% | +$11.3K | 0.01% | 707 |
|
|
2024
Q2 | $284K | Buy |
439
+21
| +5% | +$13.6K | 0.01% | 745 |
|
|
2024
Q1 | $301K | Buy |
418
+15
| +4% | +$10.8K | 0.01% | 667 |
|
|
2023
Q4 | $231K | Buy |
+403
| New | +$231K | 0.01% | 722 |
|