Kovitz Investment Group Partners’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 | $1.85M | Buy |
2,454
+282
| +13% | +$212K | 0.01% | 641 |
|
|
2025
Q1 | $1.36M | Buy |
2,172
+21
| +1% | +$13.2K | 0.01% | 663 |
|
|
2024
Q4 | $1.52M | Buy |
2,151
+83
| +4% | +$58.6K | 0.01% | 624 |
|
|
2024
Q3 | $915K | Sell |
2,068
-15,357
| -88% | -$6.79M | 0.01% | 641 |
|
|
2024
Q2 | $11.3M | Buy |
17,425
+16,791
| +2,648% | +$10.9M | 0.1% | 160 |
|
|
2024
Q1 | $457K | Buy |
634
+114
| +22% | +$82.2K | 0.01% | 515 |
|
|
2023
Q4 | $298K | Hold |
520
| – | – | ﹤0.01% | 360 |
|
|
2023
Q3 | $231K | Hold |
520
| – | – | ﹤0.01% | 371 |
|
|
2023
Q2 | $232K | Hold |
520
| – | – | ﹤0.01% | 382 |
|
|
2023
Q1 | $206K | Buy |
+520
| New | +$206K | ﹤0.01% | 402 |
|
|
2021
Q4 | – | Sell |
-611
| Closed | -$214K | – | 447 |
|
|
2021
Q3 | $214K | Buy |
+611
| New | +$214K | ﹤0.01% | 404 |
|