CVA Family Office’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 | $658K | Buy |
873
+28
| +3% | +$21.1K | 0.09% | 135 |
|
|
2025
Q1 | $530K | Sell |
845
-5
| -0.6% | -$3.13K | 0.08% | 157 |
|
|
2024
Q4 | $599K | Buy |
850
+6
| +0.7% | +$4.23K | 0.09% | 136 |
|
|
2024
Q3 | $683K | Buy |
844
+14
| +2% | +$11.3K | 0.11% | 124 |
|
|
2024
Q2 | $537K | Buy |
830
+1
| +0.1% | +$647 | 0.1% | 132 |
|
|
2024
Q1 | $598K | Buy |
829
+1
| +0.1% | +$721 | 0.11% | 123 |
|
|
2023
Q4 | $475K | Sell |
828
-30
| -3% | -$17.2K | 0.09% | 137 |
|
|
2023
Q3 | $381K | Buy |
858
+40
| +5% | +$17.8K | 0.09% | 141 |
|
|
2023
Q2 | $364K | Sell |
818
-10
| -1% | -$4.45K | 0.08% | 153 |
|
|
2023
Q1 | $328K | Buy |
828
+5
| +0.6% | +$1.98K | 0.07% | 154 |
|
|
2022
Q4 | $293K | Hold |
823
| – | – | 0.07% | 157 |
|
|
2022
Q3 | $222K | Buy |
823
+60
| +8% | +$16.2K | 0.06% | 161 |
|
|
2022
Q2 | $185K | Sell |
763
-100
| -12% | -$24.2K | 0.05% | 177 |
|
|
2022
Q1 | $307K | Sell |
863
-10
| -1% | -$3.56K | 0.07% | 141 |
|
|
2021
Q4 | $290K | Buy |
+873
| New | +$290K | 0.07% | 137 |
|
|
2021
Q3 | – | Sell |
-823
| Closed | -$263K | – | 857 |
|
|
2021
Q2 | $263K | Buy |
823
+803
| +4,015% | +$257K | 0.07% | 134 |
|
|
2021
Q1 | $7K | Buy |
+20
| New | +$7K | ﹤0.01% | 579 |
|