Kovitz Investment Group Partners’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $915K | Sell |
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|
2024
Q2 | $11.3M | Buy |
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|
2024
Q1 | $457K | Buy |
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|
2023
Q4 | $298K | Hold |
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $206K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $214K | Buy |
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