SIA
Schear Investment Advisers’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
1,629
-58
| -3% | -$43.7K | 0.61% | 55 |
|
|
2025
Q1 | $1.06M | Sell |
1,687
-58
| -3% | -$36.3K | 0.61% | 56 |
|
|
2024
Q4 | $1.23M | Buy |
1,745
+77
| +5% | +$54.2K | 0.65% | 45 |
|
|
2024
Q3 | $1.35M | Buy |
1,668
+252
| +18% | +$204K | 0.84% | 42 |
|
|
2024
Q2 | $916K | Buy |
1,416
+49
| +4% | +$31.7K | 0.66% | 55 |
|
|
2024
Q1 | $986K | Buy |
+1,367
| New | +$986K | 0.79% | 45 |
|