Elmwood Wealth Management’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$336K Hold
2025
Q1
$280K Hold
2024
Q4
$314K Hold
2024
Q3
$361K Hold
2024
Q2
$288K Hold
2024
Q1
$322K Sell
2023
Q4
$257K Sell
2023
Q3
$221K Hold
2023
Q2
$221K Buy
2022
Q1
Sell
2021
Q4
$165K Buy