Frank Rimerman Advisors’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 | – | Sell |
-500
| Closed | -$313K | – | 611 |
|
|
2025
Q1 | $313K | Buy |
+500
| New | +$313K | 0.02% | 399 |
|
|
2024
Q4 | – | Sell |
-276
| Closed | -$223K | – | 563 |
|
|
2024
Q3 | $223K | Buy |
+276
| New | +$223K | 0.02% | 484 |
|
|
2023
Q3 | – | Sell |
-729
| Closed | -$325K | – | 112 |
|
|
2023
Q2 | $325K | Sell |
729
-95
| -12% | -$42.3K | 0.08% | 76 |
|
|
2023
Q1 | $326K | Sell |
824
-5
| -0.6% | -$1.98K | 0.09% | 76 |
|
|
2022
Q4 | $295K | Sell |
829
-5
| -0.6% | -$1.78K | 0.09% | 71 |
|
|
2022
Q3 | $225K | Buy |
+834
| New | +$225K | 0.08% | 83 |
|