PDS Planning’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 | $414K | Buy |
550
+61
| +12% | +$46K | 0.03% | 275 |
|
|
2025
Q1 | $306K | Buy |
489
+27
| +6% | +$16.9K | 0.03% | 319 |
|
|
2024
Q4 | $325K | Hold |
462
| – | – | 0.03% | 273 |
|
|
2024
Q3 | $374K | Buy |
462
+25
| +6% | +$20.2K | 0.03% | 249 |
|
|
2024
Q2 | $283K | Buy |
437
+2
| +0.5% | +$1.29K | 0.03% | 269 |
|
|
2024
Q1 | $314K | Sell |
435
-4
| -0.9% | -$2.88K | 0.03% | 250 |
|
|
2023
Q4 | $252K | Buy |
+439
| New | +$252K | 0.03% | 275 |
|