D.L. Carlson Investment Group’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-288
| Closed | -$203K | – | 152 |
|
|
2024
Q4 | $203K | Hold |
288
| – | – | 0.04% | 144 |
|
|
2024
Q3 | $233K | Buy |
+288
| New | +$233K | 0.04% | 142 |
|
|
2024
Q2 | – | Sell |
-288
| Closed | -$208K | – | 150 |
|
|
2024
Q1 | $208K | Buy |
+288
| New | +$208K | 0.04% | 134 |
|
|
2023
Q2 | – | Sell |
-7,695
| Closed | -$3.05M | – | 152 |
|
|
2023
Q1 | $3.05M | Buy |
+7,695
| New | +$3.05M | 0.69% | 49 |
|