MLL
Moody Lynn & Lieberson’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-355
| Closed | -$250K | – | 259 |
|
|
2024
Q4 | $250K | Hold |
355
| – | – | 0.02% | 217 |
|
|
2024
Q3 | $287K | Sell |
355
-50
| -12% | -$40.5K | 0.02% | 216 |
|
|
2024
Q2 | $262K | Sell |
405
-4,039
| -91% | -$2.61M | 0.02% | 209 |
|
|
2024
Q1 | $3.2M | Sell |
4,444
-1,138
| -20% | -$821K | 0.22% | 75 |
|
|
2023
Q4 | $3.2M | Sell |
5,582
-75
| -1% | -$43K | 0.24% | 70 |
|
|
2023
Q3 | $2.51M | Buy |
+5,657
| New | +$2.51M | 0.22% | 72 |
|
|
2018
Q4 | – | Sell |
-30,110
| Closed | -$4.93M | – | 214 |
|
|
2018
Q3 | $4.93M | Buy |
+30,110
| New | +$4.93M | 0.52% | 60 |
|
|
2016
Q4 | – | Sell |
-4,629
| Closed | -$363K | – | 182 |
|
|
2016
Q3 | $363K | Buy |
+4,629
| New | +$363K | 0.06% | 143 |
|
|
2016
Q1 | – | Sell |
-43,580
| Closed | -$3.16M | – | 191 |
|
|
2015
Q4 | $3.16M | Buy |
+43,580
| New | +$3.16M | 0.5% | 64 |
|