Evergreen Private Wealth’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
$26.4K Hold
35
0.01% 133
2025
Q1
$21.9K Hold
35
0.01% 137
2024
Q4
$24.7K Hold
35
0.01% 139
2024
Q3
$28.3K Hold
35
0.01% 132
2024
Q2
$22.6K Hold
35
0.01% 143
2024
Q1
$25.2K Hold
35
0.01% 142
2023
Q4
$20.1K Buy
+35
New +$20.1K 0.01% 148