Patriot Financial Group Insurance Agency’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Sell |
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|
2025
Q2 | $878K | Buy |
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|
2025
Q1 | $572K | Buy |
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|
2024
Q4 | $568K | Buy |
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|
2024
Q3 | $610K | Buy |
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|
2024
Q2 | $441K | Buy |
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|
2024
Q1 | $406K | Sell |
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|
2023
Q4 | $363K | Buy |
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|
2023
Q3 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $10K | Sell |
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|
2022
Q1 | $62K | Buy |
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|
2021
Q4 | $55K | Buy |
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|
2021
Q3 | $32K | Buy |
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|
2021
Q2 | $20K | Buy |
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|
2021
Q1 | $7K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $5K | Buy |
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