Summit Trail 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 | $1.84M | Buy |
+2,446
| New | +$1.84M | 0.03% | 289 |
|
|
2024
Q4 | – | Sell |
-804
| Closed | -$651K | – | 752 |
|
|
2024
Q3 | $651K | Buy |
804
+57
| +8% | +$46.2K | 0.02% | 346 |
|
|
2024
Q2 | $483K | Buy |
747
+78
| +12% | +$50.4K | 0.01% | 378 |
|
|
2024
Q1 | $482K | Buy |
669
+69
| +12% | +$49.8K | 0.01% | 344 |
|
|
2023
Q4 | $344K | Buy |
600
+3
| +0.5% | +$1.72K | 0.01% | 367 |
|
|
2023
Q3 | $265K | Buy |
597
+32
| +6% | +$14.2K | 0.01% | 410 |
|
|
2023
Q2 | $252K | Buy |
+565
| New | +$252K | 0.01% | 414 |
|
|
2018
Q1 | – | Sell |
-248
| Closed | -$46K | – | 1598 |
|
|
2017
Q4 | $46K | Buy |
+248
| New | +$46K | 0.01% | 841 |
|