Mayflower Financial Advisors’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 | $234K | Sell |
310
-15
| -5% | -$11.3K | 0.03% | 368 |
|
|
2025
Q1 | $204K | Sell |
325
-39
| -11% | -$24.4K | 0.03% | 376 |
|
|
2024
Q4 | $256K | Buy |
364
+25
| +7% | +$17.6K | 0.04% | 319 |
|
|
2024
Q3 | $274K | Buy |
339
+13
| +4% | +$10.5K | 0.04% | 304 |
|
|
2024
Q2 | $211K | Hold |
326
| – | – | 0.03% | 332 |
|
|
2024
Q1 | $235K | Buy |
+326
| New | +$235K | 0.04% | 316 |
|