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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Hold |
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|
2025
Q1 | $577K | Hold |
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|
2024
Q4 | $648K | Sell |
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|
2024
Q3 | $768K | Sell |
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|
2024
Q2 | $726K | Hold |
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|
2024
Q1 | $810K | Sell |
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|
2023
Q4 | $645K | Sell |
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|
2023
Q3 | $517K | Sell |
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|
2023
Q2 | $541K | Hold |
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|
2023
Q1 | $481K | Sell |
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|
2022
Q4 | $526K | Hold |
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|
2022
Q3 | $400K | Hold |
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|
2022
Q2 | $360K | Hold |
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|
2022
Q1 | $526K | Sell |
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|
2021
Q4 | $500K | Hold |
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|
2021
Q3 | $528K | Hold |
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|
2021
Q2 | $480K | Hold |
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|
2021
Q1 | $496K | Sell |
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|
2020
Q4 | $390K | Hold |
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|
2020
Q3 | $293K | Hold |
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|
2020
Q2 | $250K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $280K | Buy |
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