CWA Asset Management Group’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$440K Buy
388
+55
+17% +$52.3K 0.01% 519
2026
Q1
$243K Sell
333
-9
-3% -$7.56K 0.01% 601
2025
Q4
$277K Hold
342
0.01% 559
2025
Q3
$326K Buy
342
+7
+2% +$6.24K 0.01% 542
2025
Q2
$252K Buy
+335
New +$224K 0.01% 573
2022
Q2
Sell
-907
Closed -$322K 333
2022
Q1
$322K Buy
907
+59
+7% +$19.3K 0.02% 232
2021
Q4
$282K Buy
+848
New +$302K 0.02% 243
2020
Q2
Sell
-2,211
Closed -$228K 249
2020
Q1
$228K Buy
2,211
+7
+0.3% +$928 0.04% 195
2019
Q4
$368K Hold
2,204
0.06% 163
2019
Q3
$275K Buy
+2,204
New +$267K 0.04% 173

Other funds holding URI