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Robertson Stephens Wealth Management’s United Rentals URI Stock Holding History

Robertson Stephens Wealth Management’s Portfolio URI Stock Details URI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-602
Closed -$389K – 634
2024
Q2 		$389K Buy
602
+44
+8% +$28.5K 0.02% 361
2024
Q1 		$402K Buy
+558
New +$402K 0.02% 380