JWBC
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J.W. Burns & Co’s United Rentals URI Stock Holding History

J.W. Burns & Co’s Portfolio URI Stock Details URI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.5M Hold
4,644
– – 0.42% 53
2025
Q1 		$2.91M Sell
4,644
-5
-0.1% -$3.13K 0.38% 55
2024
Q4 		$3.27M Sell
4,649
-2,000
-30% -$1.41M 0.42% 53
2024
Q3 		$5.38M Sell
6,649
-3,600
-35% -$2.92M 0.7% 44
2024
Q2 		$6.63M Sell
10,249
-10
-0.1% -$6.47K 0.9% 32
2024
Q1 		$7.4M Buy
10,259
+49
+0.5% +$35.3K 1.03% 30
2023
Q4 		$5.85M Hold
10,210
– – 0.87% 38
2023
Q3 		$4.54M Buy
10,210
+167
+2% +$74.2K 0.74% 40
2023
Q2 		$4.47M Hold
10,043
– – 0.72% 39
2023
Q1 		$3.98M Hold
10,043
– – 0.68% 44
2022
Q4 		$3.57M Buy
10,043
+43
+0.4% +$15.3K 0.65% 48
2022
Q3 		$2.7M Hold
10,000
– – 0.53% 53
2022
Q2 		$2.43M Hold
10,000
– – 0.46% 57
2022
Q1 		$3.55M Hold
10,000
– – 0.57% 51
2021
Q4 		$3.32M Sell
10,000
-1,050
-10% -$349K 0.48% 53
2021
Q3 		$3.88M Hold
11,050
– – 0.61% 46
2021
Q2 		$3.53M Hold
11,050
– – 0.55% 51
2021
Q1 		$3.64M Hold
11,050
– – 0.61% 50
2020
Q4 		$2.56M Sell
11,050
-99
-0.9% -$23K 0.46% 56
2020
Q3 		$1.95M Hold
11,149
– – 0.39% 61
2020
Q2 		$1.66M Hold
11,149
– – 0.37% 64
2020
Q1 		$1.15M Hold
11,149
– – 0.31% 72
2019
Q4 		$1.86M Sell
11,149
-300
-3% -$50K 0.39% 69
2019
Q3 		$1.43M Buy
11,449
+99
+0.9% +$12.3K 0.33% 76
2019
Q2 		$1.51M Hold
11,350
– – 0.35% 75
2019
Q1 		$1.3M Buy
11,350
+1,050
+10% +$120K 0.32% 80
2018
Q4 		$1.06M Buy
10,300
+125
+1% +$12.8K 0.3% 82
2018
Q3 		$1.67M Hold
10,175
– – 0.39% 74
2018
Q2 		$1.5M Hold
10,175
– – 0.38% 74
2018
Q1 		$1.76M Buy
10,175
+275
+3% +$47.5K 0.45% 67
2017
Q4 		$1.7M Sell
9,900
-200
-2% -$34.4K 0.43% 69
2017
Q3 		$1.4M Hold
10,100
– – 0.37% 74
2017
Q2 		$1.14M Hold
10,100
– – 0.31% 82
2017
Q1 		$1.26M Sell
10,100
-25
-0.2% -$3.13K 0.35% 74
2016
Q4 		$1.07M Buy
10,125
+25
+0.2% +$2.64K 0.31% 79
2016
Q3 		$793K Buy
10,100
+1,000
+11% +$78.5K 0.24% 93
2016
Q2 		$611K Hold
9,100
– – 0.19% 102
2016
Q1 		$566K Sell
9,100
-250
-3% -$15.5K 0.18% 100
2015
Q4 		$678K Buy
9,350
+400
+4% +$29K 0.22% 94
2015
Q3 		$537K Buy
8,950
+2,150
+32% +$129K 0.18% 98
2015
Q2 		$596K Hold
6,800
– – 0.2% 96
2015
Q1 		$620K Buy
6,800
+150
+2% +$13.7K 0.2% 95
2014
Q4 		$678K Hold
6,650
– – 0.22% 89
2014
Q3 		$739K Hold
6,650
– – 0.25% 82
2014
Q2 		$696K Buy
6,650
+250
+4% +$26.2K 0.23% 87
2014
Q1 		$608K Hold
6,400
– – 0.22% 90
2013
Q4 		$499K Hold
6,400
– – 0.17% 101
2013
Q3 		$373K Hold
6,400
– – 0.14% 112
2013
Q2 		$319K Buy
+6,400
New +$319K 0.13% 116