DLA
Douglas Lane & Associates’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
13,945
-602
| -4% | -$454K | 0.15% | 112 |
|
|
2025
Q1 | $9.12M | Buy |
14,547
+21
| +0.1% | +$13.2K | 0.13% | 118 |
|
|
2024
Q4 | $10.2M | Sell |
14,526
-596
| -4% | -$420K | 0.14% | 116 |
|
|
2024
Q3 | $12.2M | Sell |
15,122
-1,377
| -8% | -$1.11M | 0.17% | 111 |
|
|
2024
Q2 | $10.7M | Sell |
16,499
-661
| -4% | -$427K | 0.15% | 113 |
|
|
2024
Q1 | $12.4M | Sell |
17,160
-934
| -5% | -$674K | 0.17% | 108 |
|
|
2023
Q4 | $10.4M | Sell |
18,094
-1,093
| -6% | -$627K | 0.16% | 114 |
|
|
2023
Q3 | $8.53M | Sell |
19,187
-1,843
| -9% | -$819K | 0.14% | 115 |
|
|
2023
Q2 | $9.37M | Sell |
21,030
-1,490
| -7% | -$664K | 0.15% | 112 |
|
|
2023
Q1 | $8.91M | Sell |
22,520
-2,077
| -8% | -$822K | 0.15% | 114 |
|
|
2022
Q4 | $8.74M | Sell |
24,597
-1,289
| -5% | -$458K | 0.15% | 114 |
|
|
2022
Q3 | $6.99M | Sell |
25,886
-865
| -3% | -$234K | 0.13% | 113 |
|
|
2022
Q2 | $6.5M | Sell |
26,751
-758
| -3% | -$184K | 0.11% | 115 |
|
|
2022
Q1 | $9.77M | Sell |
27,509
-1,564
| -5% | -$556K | 0.14% | 112 |
|
|
2021
Q4 | $9.66M | Sell |
29,073
-2,327
| -7% | -$773K | 0.13% | 111 |
|
|
2021
Q3 | $11M | Sell |
31,400
-1,479
| -4% | -$519K | 0.16% | 110 |
|
|
2021
Q2 | $10.5M | Sell |
32,879
-1,258
| -4% | -$401K | 0.15% | 107 |
|
|
2021
Q1 | $11.2M | Sell |
34,137
-2,232
| -6% | -$735K | 0.17% | 104 |
|
|
2020
Q4 | $8.43M | Sell |
36,369
-14,382
| -28% | -$3.34M | 0.14% | 105 |
|
|
2020
Q3 | $8.86M | Sell |
50,751
-920
| -2% | -$161K | 0.18% | 103 |
|
|
2020
Q2 | $7.7M | Buy |
51,671
+5,823
| +13% | +$868K | 0.17% | 102 |
|
|
2020
Q1 | $4.72M | Buy |
45,848
+14,018
| +44% | +$1.44M | 0.12% | 101 |
|
|
2019
Q4 | $5.31M | Buy |
31,830
+271
| +0.9% | +$45.2K | 0.1% | 107 |
|
|
2019
Q3 | $3.93M | Buy |
31,559
+4,761
| +18% | +$593K | 0.08% | 111 |
|
|
2019
Q2 | $3.55M | Buy |
26,798
+2,804
| +12% | +$372K | 0.07% | 116 |
|
|
2019
Q1 | $2.74M | Buy |
23,994
+5,541
| +30% | +$633K | 0.06% | 120 |
|
|
2018
Q4 | $1.89M | Buy |
18,453
+3,293
| +22% | +$338K | 0.04% | 125 |
|
|
2018
Q3 | $2.48M | Sell |
15,160
-3,268
| -18% | -$535K | 0.05% | 127 |
|
|
2018
Q2 | $2.72M | Sell |
18,428
-5,325
| -22% | -$786K | 0.06% | 120 |
|
|
2018
Q1 | $4.1M | Sell |
23,753
-4,245
| -15% | -$733K | 0.09% | 108 |
|
|
2017
Q4 | $4.81M | Sell |
27,998
-1,425
| -5% | -$245K | 0.1% | 107 |
|
|
2017
Q3 | $4.08M | Sell |
29,423
-12,660
| -30% | -$1.76M | 0.09% | 116 |
|
|
2017
Q2 | $4.74M | Sell |
42,083
-3,460
| -8% | -$390K | 0.11% | 111 |
|
|
2017
Q1 | $5.7M | Sell |
45,543
-1,460
| -3% | -$183K | 0.14% | 113 |
|
|
2016
Q4 | $4.96M | Sell |
47,003
-735
| -2% | -$77.6K | 0.13% | 116 |
|
|
2016
Q3 | $3.75M | Sell |
47,738
-1,075
| -2% | -$84.4K | 0.1% | 125 |
|
|
2016
Q2 | $3.28M | Buy |
48,813
+1,925
| +4% | +$129K | 0.09% | 128 |
|
|
2016
Q1 | $2.92M | Buy |
+46,888
| New | +$2.92M | 0.08% | 134 |
|