Harbor Investment Advisory’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
Q2 | $3.22M | Buy |
2,840
+91
| +3% | +$86.6K | 0.22% | 82 |
|
|
2026
Q1 | $2M | Buy |
2,749
+510
| +23% | +$428K | 0.16% | 110 |
|
|
2025
Q4 | $1.81M | Buy |
2,239
+398
| +22% | +$345K | 0.14% | 115 |
|
|
2025
Q3 | $1.76M | Sell |
1,841
-50
| -3% | -$44.6K | 0.15% | 116 |
|
|
2025
Q2 | $1.42M | Hold |
1,891
| – | – | 0.13% | 130 |
|
|
2025
Q1 | $1.19M | Buy |
1,891
+1,461
| +340% | +$1M | 0.12% | 139 |
|
|
2024
Q4 | $303K | Buy |
430
+1
| +0.2% | +$813 | 0.03% | 297 |
|
|
2024
Q3 | $347K | Hold |
429
| – | – | 0.03% | 276 |
|
|
2024
Q2 | $277K | Sell |
429
-1
| -0.2% | -$665 | 0.03% | 290 |
|
|
2024
Q1 | $310K | Hold |
430
| – | – | 0.03% | 274 |
|
|
2023
Q4 | $247K | Sell |
430
-66
| -13% | -$31.1K | 0.03% | 297 |
|
|
2023
Q3 | $221K | Hold |
496
| – | – | 0.03% | 292 |
|
|
2023
Q2 | $221K | Buy |
496
+62
| +14% | +$23K | 0.03% | 330 |
|
|
2023
Q1 | $172K | Sell |
434
-12
| -3% | -$5.04K | 0.03% | 378 |
|
|
2022
Q4 | $159K | Hold |
446
| – | – | 0.02% | 387 |
|
|
2022
Q3 | $120K | Sell |
446
-139
| -24% | -$40.5K | 0.02% | 429 |
|
|
2022
Q2 | $142K | Buy |
585
+178
| +44% | +$52.4K | 0.02% | 405 |
|
|
2022
Q1 | $145K | Hold |
407
| – | – | 0.02% | 442 |
|
|
2021
Q4 | $135K | Sell |
407
-66
| -14% | -$23.5K | 0.02% | 457 |
|
|
2021
Q3 | $166K | Hold |
473
| – | – | 0.02% | 401 |
|
|
2021
Q2 | $151K | Buy |
473
+66
| +16% | +$21.3K | 0.02% | 421 |
|
|
2021
Q1 | $134K | Buy |
407
+213
| +110% | +$60.3K | 0.02% | 413 |
|
|
2020
Q4 | $45K | Hold |
194
| – | – | 0.01% | 652 |
|
|
2020
Q3 | $34K | Sell |
194
-6
| -3% | -$1.01K | 0.01% | 606 |
|
|
2020
Q2 | $30K | Sell |
200
-302
| -60% | -$38.3K | 0.01% | 541 |
|
|
2020
Q1 | $52K | Sell |
502
-330
| -40% | -$43.7K | 0.01% | 401 |
|
|
2019
Q4 | $139K | Buy |
+832
| New | +$121K | 0.03% | 298 |
|
Other funds holding URI
AP
CCMIC
AAMU
GI
BWP
YIA
CNB
RIG