Westmount Partners’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 | $394K | Sell |
523
-100
| -16% | -$75.4K | 0.11% | 154 |
|
2025
Q1 | $391K | Buy |
623
+100
| +19% | +$62.7K | 0.12% | 150 |
|
2024
Q4 | $368K | Hold |
523
| – | – | 0.11% | 141 |
|
2024
Q3 | $424K | Hold |
523
| – | – | 0.13% | 134 |
|
2024
Q2 | $335K | Buy |
523
+2
| +0.4% | +$1.28K | 0.11% | 147 |
|
2024
Q1 | $376K | Hold |
521
| – | – | 0.14% | 142 |
|
2023
Q4 | $299K | Hold |
521
| – | – | 0.12% | 147 |
|
2023
Q3 | $232K | Hold |
521
| – | – | 0.1% | 168 |
|
2023
Q2 | $232K | Hold |
521
| – | – | 0.1% | 159 |
|
2023
Q1 | $206K | Buy |
+521
| New | +$206K | 0.1% | 168 |
|