EWM
Evercore Wealth Management’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Buy |
893
+355
| +66% | +$267K | 0.01% | 252 |
|
|
2025
Q1 | $337K | Sell |
538
-2
| -0.4% | -$1.25K | 0.01% | 319 |
|
|
2024
Q4 | $380K | Hold |
540
| – | – | 0.01% | 312 |
|
|
2024
Q3 | $437K | Buy |
540
+2
| +0.4% | +$1.62K | 0.01% | 290 |
|
|
2024
Q2 | $348K | Sell |
538
-36
| -6% | -$23.3K | 0.01% | 324 |
|
|
2024
Q1 | $414K | Buy |
574
+1
| +0.2% | +$721 | 0.01% | 302 |
|
|
2023
Q4 | $329K | Buy |
573
+5
| +0.9% | +$2.87K | 0.01% | 328 |
|
|
2023
Q3 | $253K | Buy |
568
+3
| +0.5% | +$1.33K | ﹤0.01% | 351 |
|
|
2023
Q2 | $252K | Hold |
565
| – | – | ﹤0.01% | 364 |
|
|
2023
Q1 | $224K | Hold |
565
| – | – | ﹤0.01% | 369 |
|
|
2022
Q4 | $201K | Buy |
+565
| New | +$201K | ﹤0.01% | 385 |
|
|
2022
Q2 | – | Sell |
-591
| Closed | -$209K | – | 429 |
|
|
2022
Q1 | $209K | Buy |
+591
| New | +$209K | ﹤0.01% | 412 |
|
|
2021
Q4 | – | Sell |
-643
| Closed | -$225K | – | 433 |
|
|
2021
Q3 | $225K | Sell |
643
-20
| -3% | -$7K | ﹤0.01% | 398 |
|
|
2021
Q2 | $211K | Sell |
663
-8
| -1% | -$2.55K | ﹤0.01% | 412 |
|
|
2021
Q1 | $221K | Buy |
+671
| New | +$221K | ﹤0.01% | 412 |
|
|
2018
Q4 | – | Sell |
-1,517
| Closed | -$248K | – | 414 |
|
|
2018
Q3 | $248K | Sell |
1,517
-483
| -24% | -$79K | 0.01% | 367 |
|
|
2018
Q2 | $295K | Buy |
+2,000
| New | +$295K | 0.01% | 329 |
|
|
2017
Q2 | – | Sell |
-14
| Closed | -$2K | – | 1036 |
|
|
2017
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 955 |
|
|
2016
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 994 |
|
|
2015
Q2 | – | Sell |
-20
| Closed | -$2K | – | 1095 |
|
|
2015
Q1 | $2K | Sell |
20
-100
| -83% | -$10K | ﹤0.01% | 967 |
|
|
2014
Q4 | $12K | Buy |
+120
| New | +$12K | ﹤0.01% | 730 |
|