Simon Quick Advisors’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 | $429K | Buy |
569
+234
| +70% | +$176K | 0.02% | 483 |
|
|
2025
Q1 | $210K | Buy |
+335
| New | +$210K | 0.01% | 545 |
|
|
2020
Q1 | – | Sell |
-488
| Closed | -$81K | – | 709 |
|
|
2019
Q4 | $81K | Hold |
488
| – | – | 0.03% | 167 |
|
|
2019
Q3 | $61K | Buy |
+488
| New | +$61K | 0.03% | 157 |
|
|
2019
Q2 | – | Sell |
-233
| Closed | -$27K | – | 589 |
|
|
2019
Q1 | $27K | Hold |
233
| – | – | 0.01% | 272 |
|
|
2018
Q4 | $24K | Buy |
+233
| New | +$24K | 0.01% | 242 |
|