Evergreen Capital Management’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
$451K Buy
599
+17
+3% +$12.8K 0.01% 600
2025
Q1
$365K Buy
582
+52
+10% +$32.6K 0.01% 642
2024
Q4
$373K Sell
530
-1
-0.2% -$704 0.01% 631
2024
Q3
$430K Buy
531
+34
+7% +$27.5K 0.01% 566
2024
Q2
$321K Buy
497
+21
+4% +$13.6K 0.01% 634
2024
Q1
$343K Buy
476
+24
+5% +$17.3K 0.01% 584
2023
Q4
$259K Sell
452
-16
-3% -$9.18K 0.01% 662
2023
Q3
$208K Buy
468
+9
+2% +$4K 0.01% 695
2023
Q2
$204K Buy
+459
New +$204K 0.01% 722
2020
Q1
Sell
-1,467
Closed -$245K 483
2019
Q4
$245K Buy
+1,467
New +$245K 0.02% 386