Waverly 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 | $683K | Buy |
906
+95
| +12% | +$71.6K | 0.01% | 721 |
|
|
2025
Q1 | $508K | Buy |
+811
| New | +$508K | 0.01% | 765 |
|
|
2014
Q4 | – | Sell |
-138
| Closed | -$15K | – | 671 |
|
|
2014
Q3 | $15K | Hold |
138
| – | – | 0.01% | 396 |
|
|
2014
Q2 | $14K | Hold |
138
| – | – | 0.01% | 392 |
|
|
2014
Q1 | $13K | Hold |
138
| – | – | 0.01% | 385 |
|
|
2013
Q4 | $11K | Buy |
+138
| New | +$11K | ﹤0.01% | 544 |
|