WD Rutherford’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 | $2.66M | Sell |
3,535
-169
| -5% | -$127K | 1.22% | 36 |
|
|
2025
Q1 | $2.21M | Buy |
3,704
+131
| +4% | +$78.2K | 1.18% | 35 |
|
|
2024
Q4 | $2.52M | Sell |
3,573
-1
| -0% | -$704 | 1.19% | 39 |
|
|
2024
Q3 | $2.89M | Buy |
3,574
+245
| +7% | +$198K | 1.41% | 31 |
|
|
2024
Q2 | $2.15M | Buy |
3,329
+2,501
| +302% | +$1.62M | 1.08% | 36 |
|
|
2024
Q1 | $597K | Sell |
828
-157
| -16% | -$113K | 0.31% | 62 |
|
|
2023
Q4 | $570K | Sell |
985
-20
| -2% | -$11.6K | 0.33% | 55 |
|
|
2023
Q3 | $447K | Sell |
1,005
-570
| -36% | -$253K | 0.31% | 58 |
|
|
2023
Q2 | $701K | Buy |
1,575
+5
| +0.3% | +$2.23K | 0.45% | 51 |
|
|
2023
Q1 | $621K | Buy |
1,570
+70
| +5% | +$27.7K | 0.44% | 52 |
|
|
2022
Q4 | $533K | Hold |
1,500
| – | – | 0.42% | 53 |
|
|
2022
Q3 | $405K | Sell |
1,500
-80
| -5% | -$21.6K | 0.33% | 55 |
|
|
2022
Q2 | $384K | Sell |
1,580
-315
| -17% | -$76.6K | 0.3% | 55 |
|
|
2022
Q1 | $673K | Buy |
1,895
+145
| +8% | +$51.5K | 0.38% | 56 |
|
|
2021
Q4 | $582K | Buy |
1,750
+35
| +2% | +$11.6K | 0.29% | 55 |
|
|
2021
Q3 | $602K | Buy |
1,715
+770
| +81% | +$270K | 0.33% | 56 |
|
|
2021
Q2 | $301K | Hold |
945
| – | – | 0.17% | 66 |
|
|
2021
Q1 | $311K | Buy |
945
+270
| +40% | +$88.9K | 0.19% | 64 |
|
|
2020
Q4 | $157K | Buy |
+675
| New | +$157K | 0.1% | 76 |
|