Pathstone Holdings’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 | $14.3M | Buy |
19,007
+552
| +3% | +$416K | 0.06% | 225 |
|
|
2025
Q1 | $11.6M | Sell |
18,455
-412
| -2% | -$258K | 0.05% | 294 |
|
|
2024
Q4 | $13.3M | Buy |
18,867
+1,376
| +8% | +$969K | 0.06% | 229 |
|
|
2024
Q3 | $14.2M | Sell |
17,491
-123
| -0.7% | -$99.6K | 0.06% | 223 |
|
|
2024
Q2 | $11.4M | Sell |
17,614
-556
| -3% | -$360K | 0.05% | 274 |
|
|
2024
Q1 | $13.1M | Buy |
18,170
+6,414
| +55% | +$4.63M | 0.06% | 235 |
|
|
2023
Q4 | $6.75M | Buy |
+11,756
| New | +$6.75M | 0.04% | 353 |
|