Venturi Wealth Management’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17.1M Sell
2025
Q1
$14.3M Buy
2024
Q4
$14.5M Buy
2024
Q3
$14.8M Sell
2024
Q2
$13.4M Sell
2024
Q1
$15.1M Sell
2023
Q4
$13.5M Buy
2023
Q3
$10.2M Sell
2023
Q2
$11.7M Sell
2023
Q1
$10.4M Sell
2022
Q4
$9.63M Sell
2022
Q3
$8.52M Sell
2022
Q2
$7.67M Sell
2022
Q1
$11.2M Buy
2021
Q4
$10.1M Sell
2021
Q3
$10.9M Sell
2021
Q2
$10.8M Sell
2021
Q1
$11.3M Sell
2020
Q4
$10.1M Sell
2020
Q3
$8.22M Buy
2020
Q2
$6.85M Buy