Roman Butler Fullerton & Co’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
$890K Hold
1,000
0.26% 102
2025
Q1
$597K Sell
1,000
-5
-0.5% -$2.99K 0.23% 110
2024
Q4
$774K Sell
1,005
-1
-0.1% -$770 0.25% 99
2024
Q3
$839K Buy
1,006
+1
+0.1% +$834 0.25% 94
2024
Q2
$648K Buy
1,005
+1
+0.1% +$645 0.21% 104
2024
Q1
$632K Buy
1,004
+4
+0.4% +$2.52K 0.24% 100
2023
Q4
$631K Sell
1,000
-12
-1% -$7.57K 0.25% 99
2023
Q3
$438K Buy
1,012
+12
+1% +$5.2K 0.21% 117
2023
Q2
$460K Hold
1,000
0.21% 110
2023
Q1
$378K Hold
1,000
0.19% 137
2022
Q4
$389K Hold
1,000
0.2% 132
2022
Q3
$278K Hold
1,000
0.18% 144
2022
Q2
$252K Hold
1,000
0.14% 160
2022
Q1
$355K Buy
+1,000
New +$355K 0.16% 142
2021
Q3
Sell
-1,000
Closed -$319K 196
2021
Q2
$319K Hold
1,000
0.16% 146
2021
Q1
$325K Hold
1,000
0.16% 145
2020
Q4
$232K Buy
+1,000
New +$232K 0.14% 158