Geneva Partners’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 |
-550
| Closed | -$345K | – | 74 |
|
|
2025
Q1 | $345K | Sell |
550
-365
| -40% | -$229K | 0.18% | 51 |
|
|
2024
Q4 | $645K | Sell |
915
-10
| -1% | -$7.04K | 0.26% | 52 |
|
|
2024
Q3 | $749K | Sell |
925
-190
| -17% | -$154K | 0.32% | 50 |
|
|
2024
Q2 | $721K | Sell |
1,115
-815
| -42% | -$527K | 0.3% | 49 |
|
|
2024
Q1 | $1.39M | Buy |
+1,930
| New | +$1.39M | 0.61% | 46 |
|
|
2021
Q4 | – | Sell |
-4,015
| Closed | -$1.41M | – | 109 |
|
|
2021
Q3 | $1.41M | Buy |
+4,015
| New | +$1.41M | 0.67% | 42 |
|
|
2021
Q1 | – | Sell |
-15,460
| Closed | -$3.59M | – | 103 |
|
|
2020
Q4 | $3.59M | Buy |
+15,460
| New | +$3.59M | 1.89% | 21 |
|