Hudson Valley Investment Advisors’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
$9.12M Sell
12,108
-2,620
-18% -$1.97M 1% 29
2025
Q1
$9.23M Buy
14,728
+1,183
+9% +$741K 1.1% 30
2024
Q4
$9.54M Sell
13,545
-770
-5% -$542K 1.08% 29
2024
Q3
$11.6M Sell
14,315
-590
-4% -$478K 1.28% 22
2024
Q2
$8.21M Sell
14,905
-340
-2% -$187K 1.07% 30
2024
Q1
$11M Buy
15,245
+2,210
+17% +$1.59M 1.32% 21
2023
Q4
$7.18M Sell
13,035
-533
-4% -$294K 0.98% 34
2023
Q3
$6.03M Buy
13,568
+1,322
+11% +$588K 0.85% 39
2023
Q2
$5.45M Buy
12,246
+3,105
+34% +$1.38M 0.74% 43
2023
Q1
$3.62M Buy
9,141
+819
+10% +$324K 0.51% 58
2022
Q4
$2.96M Buy
8,322
+1,048
+14% +$372K 0.45% 67
2022
Q3
$1.97M Buy
7,274
+1,182
+19% +$319K 0.32% 83
2022
Q2
$1.48M Buy
6,092
+2,296
+60% +$558K 0.23% 96
2022
Q1
$1.35M Buy
+3,796
New +$1.35M 0.18% 100