Copperwynd Financial’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 | $992K | Buy |
1,317
+22
| +2% | +$16.6K | 0.25% | 70 |
|
|
2025
Q1 | $812K | Buy |
1,295
+46
| +4% | +$28.8K | 0.22% | 92 |
|
|
2024
Q4 | $880K | Sell |
1,249
-8
| -0.6% | -$5.64K | 0.24% | 73 |
|
|
2024
Q3 | $1.02M | Buy |
1,257
+8
| +0.6% | +$6.48K | 0.31% | 58 |
|
|
2024
Q2 | $946K | Buy |
1,249
+46
| +4% | +$34.8K | 0.31% | 51 |
|
|
2024
Q1 | $868K | Sell |
1,203
-97
| -7% | -$70K | 0.31% | 49 |
|
|
2023
Q4 | $746K | Sell |
1,300
-123
| -9% | -$70.5K | 0.3% | 61 |
|
|
2023
Q3 | $633K | Sell |
1,423
-74
| -5% | -$32.9K | 0.3% | 61 |
|
|
2023
Q2 | $667K | Buy |
1,497
+61
| +4% | +$27.2K | 0.31% | 74 |
|
|
2023
Q1 | $568K | Sell |
1,436
-4
| -0.3% | -$1.58K | 0.29% | 79 |
|
|
2022
Q4 | $512K | Buy |
+1,440
| New | +$512K | 0.29% | 84 |
|