Graybill Wealth Management’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 | $5.62M | Buy |
7,457
+254
| +4% | +$191K | 1.83% | 25 |
|
|
2025
Q1 | $4.51M | Buy |
+7,203
| New | +$4.51M | 1.55% | 29 |
|
|
2024
Q3 | $6.84M | Sell |
8,441
-243
| -3% | -$197K | 2.53% | 17 |
|
|
2024
Q2 | $5.62M | Buy |
8,684
+2
| +0% | +$1.29K | 2.28% | 20 |
|
|
2024
Q1 | $6.26M | Sell |
8,682
-229
| -3% | -$165K | 2.64% | 12 |
|
|
2023
Q4 | $5.11M | Sell |
8,911
-576
| -6% | -$330K | 2.26% | 18 |
|
|
2023
Q3 | $4.22M | Buy |
9,487
+58
| +0.6% | +$25.8K | 2.06% | 22 |
|
|
2023
Q2 | $4.2M | Buy |
9,429
+104
| +1% | +$46.3K | 1.99% | 23 |
|
|
2023
Q1 | $3.69M | Sell |
9,325
-185
| -2% | -$73.2K | 1.88% | 28 |
|
|
2022
Q4 | $3.38M | Buy |
9,510
+23
| +0.2% | +$8.18K | 1.83% | 29 |
|
|
2022
Q3 | $2.56M | Sell |
9,487
-108
| -1% | -$29.2K | 1.52% | 34 |
|
|
2022
Q2 | $2.33M | Sell |
9,595
-119
| -1% | -$28.9K | 1.29% | 40 |
|
|
2022
Q1 | $3.45M | Sell |
9,714
-33
| -0.3% | -$11.7K | 1.68% | 35 |
|
|
2021
Q4 | $3.24M | Buy |
9,747
+223
| +2% | +$74.1K | 1.47% | 37 |
|
|
2021
Q3 | $3.34M | Sell |
9,524
-262
| -3% | -$91.9K | 1.65% | 32 |
|
|
2021
Q2 | $3.12M | Sell |
9,786
-3,800
| -28% | -$1.21M | 1.54% | 35 |
|
|
2021
Q1 | $4.47M | Sell |
13,586
-3,914
| -22% | -$1.29M | 2.37% | 17 |
|
|
2020
Q4 | $4.06M | Sell |
17,500
-162
| -0.9% | -$37.6K | 2.29% | 18 |
|
|
2020
Q3 | $3.08M | Sell |
17,662
-93
| -0.5% | -$16.2K | 2.01% | 28 |
|
|
2020
Q2 | $2.65M | Sell |
17,755
-14,747
| -45% | -$2.2M | 1.95% | 29 |
|
|
2020
Q1 | $3.34M | Sell |
32,502
-582
| -2% | -$59.9K | 2.96% | 11 |
|
|
2019
Q4 | $5.52M | Sell |
33,084
-122
| -0.4% | -$20.3K | 3.44% | 4 |
|
|
2019
Q3 | $4.14M | Buy |
33,206
+97
| +0.3% | +$12.1K | 2.8% | 11 |
|
|
2019
Q2 | $4.39M | Buy |
33,109
+110
| +0.3% | +$14.6K | 3.01% | 9 |
|
|
2019
Q1 | $3.77M | Buy |
32,999
+525
| +2% | +$60K | 2.63% | 16 |
|
|
2018
Q4 | $3.33M | Buy |
32,474
+13,874
| +75% | +$1.42M | 2.78% | 15 |
|
|
2018
Q3 | $3.04M | Buy |
18,600
+693
| +4% | +$113K | 2.21% | 23 |
|
|
2018
Q2 | $2.64M | Buy |
17,907
+242
| +1% | +$35.7K | 2.03% | 27 |
|
|
2018
Q1 | $3.05M | Sell |
17,665
-165
| -0.9% | -$28.5K | 2.32% | 23 |
|
|
2017
Q4 | $3.07M | Sell |
17,830
-257
| -1% | -$44.2K | 2.21% | 24 |
|
|
2017
Q3 | $2.51M | Buy |
18,087
+125
| +0.7% | +$17.3K | 1.86% | 33 |
|
|
2017
Q2 | $2.02M | Buy |
17,962
+279
| +2% | +$31.4K | 1.6% | 36 |
|
|
2017
Q1 | $2.21M | Sell |
17,683
-22,232
| -56% | -$2.78M | 1.75% | 35 |
|
|
2016
Q4 | $4.21M | Buy |
39,915
+1,090
| +3% | +$115K | 3.59% | 2 |
|
|
2016
Q3 | $3.05M | Sell |
38,825
-555
| -1% | -$43.6K | 2.83% | 11 |
|
|
2016
Q2 | $2.64M | Sell |
39,380
-19,785
| -33% | -$1.33M | 2.44% | 21 |
|
|
2016
Q1 | $3.68M | Buy |
59,165
+17,050
| +40% | +$1.06M | 3.32% | 6 |
|
|
2015
Q4 | $3.06M | Sell |
42,115
-1,340
| -3% | -$97.2K | 2.64% | 13 |
|
|
2015
Q3 | $2.61M | Buy |
43,455
+17,045
| +65% | +$1.02M | 2.14% | 21 |
|
|
2015
Q2 | $2.31M | Buy |
26,410
+240
| +0.9% | +$21K | 1.71% | 35 |
|
|
2015
Q1 | $2.39M | Buy |
26,170
+445
| +2% | +$40.6K | 1.79% | 34 |
|
|
2014
Q4 | $2.62M | Buy |
25,725
+280
| +1% | +$28.6K | 1.99% | 28 |
|
|
2014
Q3 | $2.83M | Sell |
25,445
-16,600
| -39% | -$1.84M | 2.17% | 18 |
|
|
2014
Q2 | $4.4M | Buy |
42,045
+50
| +0.1% | +$5.24K | 3.41% | 2 |
|
|
2014
Q1 | $3.99M | Sell |
41,995
-260
| -0.6% | -$24.7K | 3.28% | 4 |
|
|
2013
Q4 | $3.29M | Buy |
42,255
+760
| +2% | +$59.2K | 2.88% | 6 |
|
|
2013
Q3 | $2.42M | Buy |
+41,495
| New | +$2.42M | 2.06% | 18 |
|