Klingman & Associates’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 | $493K | Sell |
654
-5
| -0.8% | -$3.77K | 0.03% | 178 |
|
|
2025
Q1 | $413K | Sell |
659
-10
| -1% | -$6.27K | 0.03% | 180 |
|
|
2024
Q4 | $471K | Buy |
669
+15
| +2% | +$10.6K | 0.03% | 156 |
|
|
2024
Q3 | $530K | Buy |
654
+1
| +0.2% | +$810 | 0.03% | 154 |
|
|
2024
Q2 | $422K | Buy |
653
+5
| +0.8% | +$3.23K | 0.03% | 155 |
|
|
2024
Q1 | $467K | Hold |
648
| – | – | 0.03% | 146 |
|
|
2023
Q4 | $372K | Sell |
648
-403
| -38% | -$231K | 0.03% | 163 |
|
|
2023
Q3 | $467K | Buy |
+1,051
| New | +$467K | 0.04% | 134 |
|
|
2016
Q1 | – | Sell |
-2,500
| Closed | -$181K | – | 407 |
|
|
2015
Q4 | $181K | Hold |
2,500
| – | – | 0.07% | 118 |
|
|
2015
Q3 | $150K | Buy |
+2,500
| New | +$150K | 0.06% | 129 |
|