Summit Financial’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 | $3.08M | Buy |
4,091
+29
| +0.7% | +$21.8K | 0.07% | 231 |
|
|
2025
Q1 | $2.55M | Sell |
4,062
-6,473
| -61% | -$4.06M | 0.07% | 228 |
|
|
2024
Q4 | $7.42M | Sell |
10,535
-119
| -1% | -$83.8K | 0.26% | 73 |
|
|
2024
Q3 | $8.63M | Buy |
10,654
+947
| +10% | +$767K | 0.34% | 54 |
|
|
2024
Q2 | $6.28M | Buy |
9,707
+1,328
| +16% | +$859K | 0.29% | 58 |
|
|
2024
Q1 | $6.04M | Buy |
8,379
+364
| +5% | +$262K | 0.36% | 39 |
|
|
2023
Q4 | $4.6M | Buy |
8,015
+629
| +9% | +$361K | 0.3% | 48 |
|
|
2023
Q3 | $3.28M | Buy |
7,386
+2,009
| +37% | +$893K | 0.24% | 60 |
|
|
2023
Q2 | $2.39M | Buy |
+5,377
| New | +$2.39M | 0.17% | 75 |
|