Middleton & Co’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
$452K Hold
600
0.05% 120
2025
Q1
$376K Hold
600
0.04% 124
2024
Q4
$423K Sell
600
-126
-17% -$88.8K 0.05% 117
2024
Q3
$588K Hold
726
0.07% 108
2024
Q2
$470K Hold
726
0.05% 113
2024
Q1
$524K Hold
726
0.06% 112
2023
Q4
$416K Sell
726
-50
-6% -$28.7K 0.05% 116
2023
Q3
$345K Hold
776
0.05% 121
2023
Q2
$346K Sell
776
-142
-15% -$63.2K 0.05% 127
2023
Q1
$363K Hold
918
0.05% 126
2022
Q4
$326K Buy
+918
New +$326K 0.05% 129