Perigon Wealth Management’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 | $641K | Buy |
|
|||||
|
2025
Q2 | $421K | Sell |
|
|||||
|
2025
Q1 | $366K | Sell |
|
|||||
|
2024
Q4 | $459K | Buy |
|
|||||
|
2024
Q3 | $469K | Buy |
|
|||||
|
2024
Q2 | $349K | Sell |
|
|||||
|
2024
Q1 | $393K | Sell |
|
|||||
|
2023
Q4 | $362K | Buy |
|
|||||
|
2023
Q3 | $241K | Sell |
|
|||||
|
2023
Q2 | $244K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $237K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $239K | Sell |
|
|||||
|
2021
Q3 | $285K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $123K | Buy |
|