Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $672K | Buy |
922
+4
| +0.4% | +$3.36K | 0.07% | 109 |
|
|
2025
Q4 | $743K | Sell |
918
-2
| -0.2% | -$1.74K | 0.08% | 104 |
|
|
2025
Q3 | $878K | Hold |
920
| – | – | 0.1% | 91 |
|
|
2025
Q2 | $693K | Hold |
920
| – | – | 0.09% | 109 |
|
|
2025
Q1 | $577K | Hold |
920
| – | – | 0.08% | 115 |
|
|
2024
Q4 | $648K | Sell |
920
-28
| -3% | -$22.8K | 0.1% | 109 |
|
|
2024
Q3 | $768K | Sell |
948
-175
| -16% | -$126K | 0.12% | 100 |
|
|
2024
Q2 | $726K | Hold |
1,123
| – | – | 0.12% | 98 |
|
|
2024
Q1 | $810K | Sell |
1,123
-1
| -0.1% | -$642 | 0.12% | 93 |
|
|
2023
Q4 | $645K | Sell |
1,124
-39
| -3% | -$18.4K | 0.12% | 90 |
|
|
2023
Q3 | $517K | Sell |
1,163
-52
| -4% | -$23.8K | 0.11% | 99 |
|
|
2023
Q2 | $541K | Hold |
1,215
| – | – | 0.1% | 99 |
|
|
2023
Q1 | $481K | Sell |
1,215
-265
| -18% | -$111K | 0.1% | 99 |
|
|
2022
Q4 | $526K | Hold |
1,480
| – | – | 0.11% | 95 |
|
|
2022
Q3 | $400K | Hold |
1,480
| – | – | 0.08% | 108 |
|
|
2022
Q2 | $360K | Hold |
1,480
| – | – | 0.07% | 119 |
|
|
2022
Q1 | $526K | Sell |
1,480
-25
| -2% | -$8.16K | 0.09% | 104 |
|
|
2021
Q4 | $500K | Hold |
1,505
| – | – | 0.09% | 97 |
|
|
2021
Q3 | $528K | Hold |
1,505
| – | – | 0.1% | 85 |
|
|
2021
Q2 | $480K | Hold |
1,505
| – | – | 0.09% | 98 |
|
|
2021
Q1 | $496K | Sell |
1,505
-175
| -10% | -$49.6K | 0.1% | 92 |
|
|
2020
Q4 | $390K | Hold |
1,680
| – | – | 0.09% | 112 |
|
|
2020
Q3 | $293K | Hold |
1,680
| – | – | 0.07% | 123 |
|
|
2020
Q2 | $250K | Buy |
+1,680
| New | +$213K | 0.07% | 128 |
|
|
2020
Q1 | – | Sell |
-1,680
| Closed | -$280K | – | 160 |
|
|
2019
Q4 | $280K | Buy |
+1,680
| New | +$244K | 0.07% | 130 |
|
Other funds holding URI
VCM
VPM
