Douglass Winthrop Advisors’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 | $6.89M | Sell |
9,147
-348
| -4% | -$262K | 0.12% | 63 |
|
|
2025
Q1 | $5.95M | Sell |
9,495
-90
| -0.9% | -$56.4K | 0.11% | 67 |
|
|
2024
Q4 | $6.75M | Sell |
9,585
-4
| -0% | -$2.82K | 0.13% | 63 |
|
|
2024
Q3 | $7.76M | Sell |
9,589
-100
| -1% | -$81K | 0.15% | 62 |
|
|
2024
Q2 | $6.27M | Sell |
9,689
-16
| -0.2% | -$10.3K | 0.13% | 65 |
|
|
2024
Q1 | $7M | Sell |
9,705
-6,103
| -39% | -$4.4M | 0.14% | 65 |
|
|
2023
Q4 | $9.06M | Buy |
15,808
+160
| +1% | +$91.7K | 0.2% | 45 |
|
|
2023
Q3 | $6.96M | Buy |
15,648
+1,231
| +9% | +$547K | 0.17% | 53 |
|
|
2023
Q2 | $6.42M | Buy |
14,417
+377
| +3% | +$168K | 0.15% | 59 |
|
|
2023
Q1 | $5.56M | Sell |
14,040
-369
| -3% | -$146K | 0.14% | 64 |
|
|
2022
Q4 | $5.12M | Buy |
14,409
+18
| +0.1% | +$6.4K | 0.14% | 67 |
|
|
2022
Q3 | $3.89M | Buy |
14,391
+506
| +4% | +$137K | 0.12% | 66 |
|
|
2022
Q2 | $3.37M | Buy |
13,885
+873
| +7% | +$212K | 0.09% | 74 |
|
|
2022
Q1 | $4.62M | Buy |
+13,012
| New | +$4.62M | 0.11% | 69 |
|
|
2015
Q3 | – | Sell |
-6,200
| Closed | -$565K | – | 257 |
|
|
2015
Q2 | $565K | Hold |
6,200
| – | – | 0.04% | 160 |
|
|
2015
Q1 | $565K | Buy |
+6,200
| New | +$565K | 0.04% | 160 |
|