Corient Private Wealth’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 | $24.5M | Buy |
32,422
+15,602
| +93% | +$11.8M | 0.03% | 389 |
|
|
2025
Q1 | $10.5M | Buy |
16,820
+1,774
| +12% | +$1.11M | 0.02% | 505 |
|
|
2024
Q4 | $10.6M | Sell |
15,046
-1,460
| -9% | -$1.03M | 0.02% | 504 |
|
|
2024
Q3 | $13.4M | Buy |
16,506
+3,742
| +29% | +$3.03M | 0.02% | 478 |
|
|
2024
Q2 | $8.26M | Sell |
12,764
-70
| -0.5% | -$45.3K | 0.01% | 570 |
|
|
2024
Q1 | $9.25M | Buy |
12,834
+234
| +2% | +$169K | 0.02% | 540 |
|
|
2023
Q4 | $7.22M | Sell |
12,600
-1,090
| -8% | -$625K | 0.01% | 605 |
|
|
2023
Q3 | $6.09M | Buy |
13,690
+614
| +5% | +$273K | 0.01% | 598 |
|
|
2023
Q2 | $5.82M | Sell |
13,076
-3,474
| -21% | -$1.55M | 0.01% | 589 |
|
|
2023
Q1 | $6.55M | Buy |
16,550
+1,684
| +11% | +$667K | 0.02% | 520 |
|
|
2022
Q4 | $5.28M | Buy |
+14,866
| New | +$5.28M | 0.02% | 490 |
|