Welch & Forbes’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 | $533K | Hold |
707
| – | – | 0.01% | 270 |
|
|
2025
Q1 | $443K | Hold |
707
| – | – | 0.01% | 279 |
|
|
2024
Q4 | $498K | Hold |
707
| – | – | 0.01% | 279 |
|
|
2024
Q3 | $572K | Hold |
707
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $444K | Hold |
707
| – | – | 0.01% | 296 |
|
|
2024
Q1 | $510K | Sell |
707
-1
| -0.1% | -$721 | 0.01% | 289 |
|
|
2023
Q4 | $406K | Buy |
708
+1
| +0.1% | +$573 | 0.01% | 303 |
|
|
2023
Q3 | $314K | Hold |
707
| – | – | 0.01% | 324 |
|
|
2023
Q2 | $315K | Hold |
707
| – | – | 0.01% | 330 |
|
|
2023
Q1 | $280K | Hold |
707
| – | – | ﹤0.01% | 334 |
|
|
2022
Q4 | $251K | Buy |
+707
| New | +$251K | ﹤0.01% | 345 |
|
|
2022
Q3 | – | Sell |
-1,312
| Closed | -$319K | – | 380 |
|
|
2022
Q2 | $319K | Hold |
1,312
| – | – | 0.01% | 323 |
|
|
2022
Q1 | $466K | Hold |
1,312
| – | – | 0.01% | 295 |
|
|
2021
Q4 | $436K | Hold |
1,312
| – | – | 0.01% | 301 |
|
|
2021
Q3 | $460K | Hold |
1,312
| – | – | 0.01% | 293 |
|
|
2021
Q2 | $419K | Hold |
1,312
| – | – | 0.01% | 306 |
|
|
2021
Q1 | $432K | Hold |
1,312
| – | – | 0.01% | 297 |
|
|
2020
Q4 | $304K | Hold |
1,312
| – | – | 0.01% | 334 |
|
|
2020
Q3 | $229K | Buy |
+1,312
| New | +$229K | ﹤0.01% | 328 |
|
|
2020
Q1 | – | Sell |
-1,312
| Closed | -$219K | – | 356 |
|
|
2019
Q4 | $219K | Buy |
+1,312
| New | +$219K | ﹤0.01% | 341 |
|
|
2018
Q4 | – | Sell |
-1,312
| Closed | -$215K | – | 357 |
|
|
2018
Q3 | $215K | Buy |
+1,312
| New | +$215K | 0.01% | 343 |
|
|
2018
Q2 | – | Sell |
-1,312
| Closed | -$227K | – | 367 |
|
|
2018
Q1 | $227K | Hold |
1,312
| – | – | 0.01% | 334 |
|
|
2017
Q4 | $226K | Buy |
+1,312
| New | +$226K | 0.01% | 320 |
|