Integrated Investment Consultants’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 | – | Sell |
-479
| Closed | -$300K | – | 360 |
|
|
2025
Q1 | $300K | Buy |
479
+110
| +30% | +$68.9K | 0.06% | 250 |
|
|
2024
Q4 | $260K | Buy |
369
+37
| +11% | +$26.1K | 0.05% | 253 |
|
|
2024
Q3 | $269K | Sell |
332
-115
| -26% | -$93.1K | 0.06% | 251 |
|
|
2024
Q2 | $322K | Hold |
447
| – | – | 0.09% | 187 |
|
|
2024
Q1 | $322K | Buy |
+447
| New | +$322K | 0.09% | 187 |
|
|
2023
Q3 | – | Sell |
-561
| Closed | -$250K | – | 262 |
|
|
2023
Q2 | $250K | Buy |
+561
| New | +$250K | 0.08% | 225 |
|
|
2021
Q4 | – | Sell |
-715
| Closed | -$251K | – | 301 |
|
|
2021
Q3 | $251K | Buy |
715
+8
| +1% | +$2.81K | 0.07% | 241 |
|
|
2021
Q2 | $226K | Sell |
707
-135
| -16% | -$43.2K | 0.07% | 252 |
|
|
2021
Q1 | $277K | Buy |
+842
| New | +$277K | 0.1% | 194 |
|
|
2020
Q1 | – | Sell |
-1,850
| Closed | -$309K | – | 189 |
|
|
2019
Q4 | $309K | Hold |
1,850
| – | – | 0.13% | 112 |
|
|
2019
Q3 | $231K | Sell |
1,850
-115
| -6% | -$14.4K | 0.12% | 135 |
|
|
2019
Q2 | $261K | Hold |
1,965
| – | – | 0.13% | 115 |
|
|
2019
Q1 | $225K | Hold |
1,965
| – | – | 0.12% | 125 |
|
|
2018
Q4 | $201K | Buy |
1,965
+115
| +6% | +$11.8K | 0.11% | 150 |
|
|
2018
Q3 | $303K | Hold |
1,850
| – | – | 0.15% | 102 |
|
|
2018
Q2 | $273K | Hold |
1,850
| – | – | 0.14% | 108 |
|
|
2018
Q1 | $320K | Buy |
+1,850
| New | +$320K | 0.13% | 106 |
|
|
2017
Q3 | $295K | Sell |
2,125
-575
| -21% | -$79.8K | 0.13% | 99 |
|
|
2017
Q2 | $304K | Hold |
2,700
| – | – | 0.14% | 92 |
|
|
2017
Q1 | $338K | Hold |
2,700
| – | – | 0.15% | 87 |
|
|
2016
Q4 | $285K | Hold |
2,700
| – | – | 0.14% | 91 |
|
|
2016
Q3 | $211K | Hold |
2,700
| – | – | 0.11% | 125 |
|
|
2016
Q2 | $181K | Buy |
+2,700
| New | +$181K | 0.1% | 145 |
|