Univest 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 | $11.6M | Buy |
15,399
+555
| +4% | +$418K | 0.7% | 33 |
|
|
2025
Q1 | $9.3M | Buy |
14,844
+9,414
| +173% | +$5.9M | 0.61% | 43 |
|
|
2024
Q4 | $3.83M | Sell |
5,430
-290
| -5% | -$204K | 0.24% | 75 |
|
|
2024
Q3 | $4.63M | Buy |
5,720
+4,812
| +530% | +$3.9M | 0.31% | 63 |
|
|
2024
Q2 | $587K | Buy |
908
+313
| +53% | +$202K | 0.16% | 62 |
|
|
2024
Q1 | $429K | Buy |
595
+55
| +10% | +$39.7K | 0.12% | 69 |
|
|
2023
Q4 | $310K | Buy |
540
+79
| +17% | +$45.3K | 0.09% | 89 |
|
|
2023
Q3 | $205K | Sell |
461
-199
| -30% | -$88.5K | 0.07% | 105 |
|
|
2023
Q2 | $294K | Buy |
+660
| New | +$294K | 0.09% | 84 |
|