Neville Rodie & Shaw’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 | $377K | Hold |
500
| – | – | 0.03% | 190 |
|
|
2025
Q1 | $313K | Hold |
500
| – | – | 0.02% | 211 |
|
|
2024
Q4 | $352K | Hold |
500
| – | – | 0.03% | 215 |
|
|
2024
Q3 | $405K | Hold |
500
| – | – | 0.03% | 200 |
|
|
2024
Q2 | $323K | Hold |
500
| – | – | 0.02% | 209 |
|
|
2024
Q1 | $361K | Sell |
500
-50
| -9% | -$36.1K | 0.03% | 204 |
|
|
2023
Q4 | $315K | Hold |
550
| – | – | 0.03% | 212 |
|
|
2023
Q3 | $245K | Hold |
550
| – | – | 0.02% | 224 |
|
|
2023
Q2 | $245K | Sell |
550
-3,009
| -85% | -$1.34M | 0.02% | 226 |
|
|
2023
Q1 | $1.41M | Hold |
3,559
| – | – | 0.13% | 98 |
|
|
2022
Q4 | $1.27M | Sell |
3,559
-125
| -3% | -$44.4K | 0.12% | 106 |
|
|
2022
Q3 | $995K | Buy |
3,684
+75
| +2% | +$20.3K | 0.1% | 119 |
|
|
2022
Q2 | $877K | Hold |
3,609
| – | – | 0.08% | 134 |
|
|
2022
Q1 | $1.28M | Buy |
3,609
+44
| +1% | +$15.6K | 0.1% | 118 |
|
|
2021
Q4 | $1.19M | Buy |
3,565
+2,550
| +251% | +$848K | 0.08% | 133 |
|
|
2021
Q3 | $356K | Buy |
1,015
+60
| +6% | +$21K | 0.03% | 208 |
|
|
2021
Q2 | $305K | Buy |
+955
| New | +$305K | 0.02% | 220 |
|