Loring Wolcott & Coolidge Fiduciary Advisors’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 | – | Sell |
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|
2025
Q2 | $2.19M | Sell |
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|
2025
Q1 | $1.73M | Sell |
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|
2024
Q4 | $5.39M | Hold |
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|
2024
Q3 | $5.78M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $33K | Hold |
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|
2019
Q3 | $25K | Hold |
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|
2019
Q2 | $27K | Hold |
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|
2019
Q1 | $23K | Buy |
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|
2018
Q4 | $13K | Hold |
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|
2018
Q3 | $21K | Hold |
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|
2018
Q2 | $19K | Hold |
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|
2018
Q1 | $22K | Hold |
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|
2017
Q4 | $22K | Buy |
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