Greenleaf Trust’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.15M | Buy |
1,581
+32
| +2% | +$26.9K | 0.01% | 302 |
|
|
2025
Q4 | $1.25M | Sell |
1,549
-57
| -4% | -$49.5K | 0.01% | 270 |
|
|
2025
Q3 | $1.53M | Buy |
1,606
+5
| +0.3% | +$4.46K | 0.01% | 246 |
|
|
2025
Q2 | $1.21M | Sell |
1,601
-126
| -7% | -$84.3K | 0.01% | 279 |
|
|
2025
Q1 | $1.08M | Buy |
1,727
+60
| +4% | +$41.2K | 0.01% | 304 |
|
|
2024
Q4 | $1.17M | Buy |
1,667
+18
| +1% | +$14.6K | 0.01% | 292 |
|
|
2024
Q3 | $1.34M | Buy |
1,649
+20
| +1% | +$14.4K | 0.01% | 276 |
|
|
2024
Q2 | $1.05M | Buy |
1,629
+49
| +3% | +$32.6K | 0.01% | 292 |
|
|
2024
Q1 | $1.14M | Sell |
1,580
-312
| -16% | -$200K | 0.01% | 277 |
|
|
2023
Q4 | $1.08M | Buy |
1,892
+98
| +5% | +$46.2K | 0.01% | 283 |
|
|
2023
Q3 | $798K | Buy |
1,794
+17
| +1% | +$7.78K | 0.01% | 311 |
|
|
2023
Q2 | $791K | Sell |
1,777
-225
| -11% | -$83.4K | 0.01% | 330 |
|
|
2023
Q1 | $792K | Buy |
2,002
+24
| +1% | +$10.1K | 0.01% | 325 |
|
|
2022
Q4 | $703K | Buy |
1,978
+140
| +8% | +$46K | 0.01% | 348 |
|
|
2022
Q3 | $496K | Buy |
1,838
+305
| +20% | +$88.8K | 0.01% | 399 |
|
|
2022
Q2 | $372K | Sell |
1,533
-219
| -13% | -$64.4K | 0.01% | 489 |
|
|
2022
Q1 | $622K | Buy |
1,752
+277
| +19% | +$90.4K | 0.01% | 355 |
|
|
2021
Q4 | $490K | Sell |
1,475
-1
| -0.1% | -$357 | 0.01% | 422 |
|
|
2021
Q3 | $518K | Sell |
1,476
-37
| -2% | -$12.4K | 0.01% | 381 |
|
|
2021
Q2 | $483K | Buy |
1,513
+80
| +6% | +$25.8K | 0.01% | 399 |
|
|
2021
Q1 | $472K | Buy |
1,433
+271
| +23% | +$76.7K | 0.01% | 395 |
|
|
2020
Q4 | $269K | Buy |
+1,162
| New | +$245K | ﹤0.01% | 495 |
|
Other funds holding URI
VCM
VPM
