Girard Partners’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$3.75M Buy
5,791
+40
+0.7% +$25.9K 0.35% 59
2024
Q1
$4.15M Sell
5,751
-306
-5% -$221K 0.39% 59
2023
Q4
$3.47M Sell
6,057
-236
-4% -$135K 0.35% 63
2023
Q3
$2.8M Sell
6,293
-191
-3% -$84.9K 0.32% 70
2023
Q2
$2.89M Buy
6,484
+3,521
+119% +$1.57M 0.31% 71
2023
Q1
$1.17M Buy
2,963
+966
+48% +$382K 0.13% 128
2022
Q4
$710K Buy
1,997
+221
+12% +$78.5K 0.08% 167
2022
Q3
$479K Buy
+1,776
New +$479K 0.06% 167
2018
Q4
Sell
-150
Closed -$24K 797
2018
Q3
$24K Buy
+150
New +$24K ﹤0.01% 575