Wilson & Boucher Capital Management’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 | $296K | Hold |
393
| – | – | 0.21% | 93 |
|
2025
Q1 | $246K | Sell |
393
-50
| -11% | -$31.3K | 0.18% | 99 |
|
2024
Q4 | $312K | Hold |
443
| – | – | 0.22% | 92 |
|
2024
Q3 | $359K | Sell |
443
-98
| -18% | -$79.4K | 0.25% | 87 |
|
2024
Q2 | $350K | Hold |
541
| – | – | 0.27% | 84 |
|
2024
Q1 | $390K | Sell |
541
-73
| -12% | -$52.7K | 0.31% | 83 |
|
2023
Q4 | $352K | Hold |
614
| – | – | 0.3% | 82 |
|
2023
Q3 | $273K | Hold |
614
| – | – | 0.26% | 85 |
|
2023
Q2 | $273K | Hold |
614
| – | – | 0.25% | 86 |
|
2023
Q1 | $243K | Hold |
614
| – | – | 0.23% | 91 |
|
2022
Q4 | $218K | Buy |
+614
| New | +$218K | 0.22% | 94 |
|
2022
Q2 | – | Sell |
-665
| Closed | -$236K | – | 108 |
|
2022
Q1 | $236K | Hold |
665
| – | – | 0.21% | 100 |
|
2021
Q4 | $221K | Buy |
+665
| New | +$221K | 0.2% | 102 |
|