Everhart Financial Group’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
Q3 | $686K | Buy |
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|
2025
Q2 | $435K | Buy |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $368K | Buy |
|
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|
2024
Q3 | $421K | Sell |
|
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|
2024
Q2 | $349K | Sell |
|
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|
2024
Q1 | $398K | Buy |
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|
2023
Q4 | $305K | Hold |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $237K | Buy |
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|
2023
Q1 | $209K | Buy |
|