Diversified Trust’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 | $1.47M | Sell |
1,945
-187
| -9% | -$141K | 0.03% | 294 |
|
|
2025
Q1 | $1.34M | Sell |
2,132
-108
| -5% | -$67.7K | 0.03% | 290 |
|
|
2024
Q4 | $1.58M | Buy |
2,240
+664
| +42% | +$468K | 0.04% | 276 |
|
|
2024
Q3 | $1.28M | Sell |
1,576
-6
| -0.4% | -$4.86K | 0.03% | 318 |
|
|
2024
Q2 | $1.02M | Buy |
1,582
+133
| +9% | +$86K | 0.03% | 323 |
|
|
2024
Q1 | $1.04M | Buy |
1,449
+106
| +8% | +$76.4K | 0.03% | 309 |
|
|
2023
Q4 | $770K | Buy |
1,343
+287
| +27% | +$165K | 0.03% | 365 |
|
|
2023
Q3 | $469K | Buy |
1,056
+1
| +0.1% | +$445 | 0.02% | 485 |
|
|
2023
Q2 | $470K | Buy |
+1,055
| New | +$470K | 0.02% | 482 |
|