Laird Norton Wetherby Wealth Management’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
Q3 | $1.8M | Sell |
1,886
-88
| -4% | -$78.4K | 0.07% | 247 |
|
|
2025
Q2 | $1.49M | Buy |
+1,974
| New | +$1.32M | 0.07% | 272 |
|
|
2024
Q4 | $1.23M | Sell |
1,743
-40
| -2% | -$32.5K | 0.06% | 290 |
|
|
2024
Q3 | $1.44M | Buy |
1,783
+7
| +0.4% | +$5.04K | 0.07% | 281 |
|
|
2024
Q2 | $1.15M | Sell |
1,776
-49
| -3% | -$32.6K | 0.05% | 311 |
|
|
2024
Q1 | $1.32M | Buy |
1,825
+2
| +0.1% | +$1.28K | 0.06% | 297 |
|
|
2023
Q4 | $1.05M | Buy |
1,823
+20
| +1% | +$9.43K | 0.05% | 343 |
|
|
2023
Q3 | $802K | Sell |
1,803
-52
| -3% | -$23.8K | 0.05% | 386 |
|
|
2023
Q2 | $826K | Sell |
1,855
-1
| -0.1% | -$371 | 0.04% | 381 |
|
|
2023
Q1 | $735K | Buy |
1,856
+26
| +1% | +$10.9K | 0.04% | 410 |
|
|
2022
Q4 | $650K | Sell |
1,830
-37
| -2% | -$12.2K | 0.04% | 427 |
|
|
2022
Q3 | $504K | Sell |
1,867
-108
| -5% | -$31.4K | 0.04% | 491 |
|
|
2022
Q2 | $480K | Buy |
1,975
+34
| +2% | +$10K | 0.03% | 521 |
|
|
2022
Q1 | $689K | Buy |
1,941
+52
| +3% | +$17K | 0.04% | 417 |
|
|
2021
Q4 | $628K | Sell |
1,889
-27
| -1% | -$9.63K | 0.04% | 442 |
|
|
2021
Q3 | $672K | Buy |
1,916
+18
| +0.9% | +$6.04K | 0.04% | 401 |
|
|
2021
Q2 | $605K | Buy |
1,898
+50
| +3% | +$16.1K | 0.04% | 443 |
|
|
2021
Q1 | $609K | Buy |
1,848
+23
| +1% | +$6.51K | 0.05% | 384 |
|
|
2020
Q4 | $423K | Sell |
1,825
-155
| -8% | -$32.7K | 0.03% | 516 |
|
|
2020
Q3 | $346K | Buy |
1,980
+18
| +0.9% | +$3.03K | 0.03% | 482 |
|
|
2020
Q2 | $292K | Sell |
1,962
-816
| -29% | -$104K | 0.03% | 524 |
|
|
2020
Q1 | $286K | Sell |
2,778
-210
| -7% | -$27.8K | 0.03% | 466 |
|
|
2019
Q4 | $498K | Buy |
2,988
+365
| +14% | +$53K | 0.05% | 412 |
|
|
2019
Q3 | $327K | Buy |
2,623
+509
| +24% | +$61.7K | 0.03% | 516 |
|
|
2019
Q2 | $280K | Buy |
2,114
+62
| +3% | +$7.87K | 0.03% | 562 |
|
|
2019
Q1 | $234K | Buy |
+2,052
| New | +$253K | 0.03% | 578 |
|
|
2018
Q4 | – | Sell |
-1,656
| Closed | -$271K | – | 679 |
|
|
2018
Q3 | $271K | Buy |
1,656
+228
| +16% | +$35.5K | 0.03% | 524 |
|
|
2018
Q2 | $211K | Buy |
1,428
+80
| +6% | +$13.1K | 0.03% | 593 |
|
|
2018
Q1 | $233K | Sell |
1,348
-35
| -3% | -$6.21K | 0.03% | 555 |
|
|
2017
Q4 | $238K | Sell |
1,383
-59
| -4% | -$8.98K | 0.03% | 534 |
|
|
2017
Q3 | $200K | Buy |
+1,442
| New | +$172K | 0.03% | 574 |
|
Other funds holding URI
