Fountainhead AM’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 | $273K | Buy |
362
+1
| +0.3% | +$754 | 0.04% | 166 |
|
|
2025
Q1 | $226K | Sell |
361
-49
| -12% | -$30.7K | 0.04% | 163 |
|
|
2024
Q4 | $289K | Hold |
410
| – | – | 0.05% | 124 |
|
|
2024
Q3 | $332K | Buy |
410
+1
| +0.2% | +$809 | 0.07% | 99 |
|
|
2024
Q2 | $264K | Buy |
409
+1
| +0.2% | +$646 | 0.06% | 104 |
|
|
2024
Q1 | $294K | Sell |
408
-17
| -4% | -$12.3K | 0.07% | 96 |
|
|
2023
Q4 | $244K | Buy |
+425
| New | +$244K | 0.07% | 99 |
|
|
2023
Q2 | – | Sell |
-512
| Closed | -$203K | – | 87 |
|
|
2023
Q1 | $203K | Buy |
+512
| New | +$203K | 0.08% | 78 |
|