SIC
Sigma Investment Counselors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.23M | Buy |
10,919
+483
| +5% | +$364K | 0.45% | 44 |
|
|
2025
Q1 | $6.54M | Sell |
10,436
-499
| -5% | -$313K | 0.4% | 48 |
|
|
2024
Q4 | $7.7M | Sell |
10,935
-1,851
| -14% | -$1.3M | 0.45% | 44 |
|
|
2024
Q3 | $10.4M | Buy |
12,786
+54
| +0.4% | +$43.7K | 0.61% | 36 |
|
|
2024
Q2 | $8.23M | Buy |
12,732
+402
| +3% | +$260K | 0.52% | 42 |
|
|
2024
Q1 | $8.89M | Sell |
12,330
-33
| -0.3% | -$23.8K | 0.57% | 36 |
|
|
2023
Q4 | $7.09M | Sell |
12,363
-22
| -0.2% | -$12.6K | 0.5% | 44 |
|
|
2023
Q3 | $5.51M | Sell |
12,385
-210
| -2% | -$93.4K | 0.42% | 48 |
|
|
2023
Q2 | $5.61M | Buy |
12,595
+690
| +6% | +$307K | 0.41% | 50 |
|
|
2023
Q1 | $4.71M | Sell |
11,905
-342
| -3% | -$135K | 0.37% | 51 |
|
|
2022
Q4 | $4.35M | Sell |
12,247
-146
| -1% | -$51.9K | 0.36% | 49 |
|
|
2022
Q3 | $3.35M | Sell |
12,393
-69
| -0.6% | -$18.6K | 0.29% | 57 |
|
|
2022
Q2 | $3.03M | Buy |
12,462
+381
| +3% | +$92.5K | 0.25% | 61 |
|
|
2022
Q1 | $4.29M | Buy |
12,081
+47
| +0.4% | +$16.7K | 0.31% | 55 |
|
|
2021
Q4 | $4M | Buy |
12,034
+148
| +1% | +$49.2K | 0.28% | 57 |
|
|
2021
Q3 | $4.17M | Buy |
11,886
+507
| +4% | +$178K | 0.31% | 54 |
|
|
2021
Q2 | $3.63M | Buy |
11,379
+155
| +1% | +$49.4K | 0.27% | 62 |
|
|
2021
Q1 | $3.7M | Buy |
11,224
+384
| +4% | +$126K | 0.3% | 60 |
|
|
2020
Q4 | $2.51M | Buy |
+10,840
| New | +$2.51M | 0.22% | 71 |
|