Welch Group’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 | $863K | Hold |
1,145
| – | – | 0.04% | 108 |
|
2025
Q1 | $719K | Sell |
1,145
-17
| -1% | -$10.7K | 0.03% | 114 |
|
2024
Q4 | $820K | Hold |
1,162
| – | – | 0.04% | 112 |
|
2024
Q3 | $941K | Hold |
1,162
| – | – | 0.04% | 104 |
|
2024
Q2 | $752K | Buy |
1,162
+206
| +22% | +$133K | 0.04% | 111 |
|
2024
Q1 | $689K | Sell |
956
-150
| -14% | -$108K | 0.03% | 105 |
|
2023
Q4 | $634K | Buy |
1,106
+140
| +14% | +$80.3K | 0.03% | 108 |
|
2023
Q3 | $429K | Buy |
966
+10
| +1% | +$4.45K | 0.03% | 117 |
|
2023
Q2 | $426K | Hold |
956
| – | – | 0.02% | 122 |
|
2023
Q1 | $378K | Buy |
+956
| New | +$378K | 0.02% | 138 |
|
2022
Q2 | – | Sell |
-623
| Closed | -$221K | – | 220 |
|
2022
Q1 | $221K | Buy |
+623
| New | +$221K | 0.01% | 196 |
|