Mattson Financial Services’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
$3.1M Sell
4,109
-47
-1% -$35.4K 0.83% 39
2025
Q1
$2.6M Buy
4,156
+1,136
+38% +$712K 0.78% 44
2024
Q4
$2.45M Buy
3,020
+325
+12% +$263K 0.78% 44
2024
Q3
$1.74M Sell
2,695
-17
-0.6% -$11K 0.62% 57
2024
Q2
$1.75M Buy
+2,712
New +$1.75M 0.62% 57