Woodson 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
2024 Q1	–	Sell	-20,000	Closed	-$11.5M	–	42
2023 Q4	$11.5M	Buy	20,000 +3,000	+18%	+$1.72M	2.36%	13
2023 Q3	$7.56M	Sell	17,000 -6,630	-28%	-$2.95M	1.47%	28
2023 Q2	$10.5M	Buy	+23,630	New	+$10.5M	1.59%	21