YHB Investment Advisors’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 | $14.8M | Buy |
19,700
+59
| +0.3% | +$44.5K | 1.15% | 18 |
|
|
2025
Q1 | $12.3M | Buy |
19,641
+699
| +4% | +$438K | 1.03% | 23 |
|
|
2024
Q4 | $13.3M | Sell |
18,942
-140
| -0.7% | -$98.6K | 1.1% | 20 |
|
|
2024
Q3 | $15.5M | Sell |
19,082
-601
| -3% | -$487K | 1.28% | 19 |
|
|
2024
Q2 | $12.7M | Sell |
19,683
-414
| -2% | -$268K | 1.1% | 22 |
|
|
2024
Q1 | $14.5M | Sell |
20,097
-406
| -2% | -$293K | 1.29% | 19 |
|
|
2023
Q4 | $11.8M | Sell |
20,503
-3,845
| -16% | -$2.2M | 1.14% | 21 |
|
|
2023
Q3 | $10.8M | Sell |
24,348
-184
| -0.8% | -$81.8K | 1% | 23 |
|
|
2023
Q2 | $10.9M | Sell |
24,532
-269
| -1% | -$120K | 1.02% | 22 |
|
|
2023
Q1 | $9.82M | Sell |
24,801
-481
| -2% | -$190K | 0.98% | 26 |
|
|
2022
Q4 | $8.99M | Sell |
25,282
-258
| -1% | -$91.7K | 0.96% | 28 |
|
|
2022
Q3 | $6.9M | Sell |
25,540
-281
| -1% | -$75.9K | 0.77% | 32 |
|
|
2022
Q2 | $6.27M | Sell |
25,821
-121
| -0.5% | -$29.4K | 0.66% | 43 |
|
|
2022
Q1 | $9.22M | Sell |
25,942
-3,461
| -12% | -$1.23M | 0.81% | 31 |
|
|
2021
Q4 | $9.77M | Buy |
29,403
+69
| +0.2% | +$22.9K | 0.77% | 36 |
|
|
2021
Q3 | $10.3M | Buy |
29,334
+29
| +0.1% | +$10.2K | 0.89% | 28 |
|
|
2021
Q2 | $9.35M | Sell |
29,305
-205
| -0.7% | -$65.4K | 0.8% | 34 |
|
|
2021
Q1 | $9.68M | Sell |
29,510
-624
| -2% | -$205K | 0.84% | 33 |
|
|
2020
Q4 | $6.99M | Sell |
30,134
-307
| -1% | -$71.2K | 0.67% | 40 |
|
|
2020
Q3 | $5.31M | Sell |
30,441
-4,569
| -13% | -$797K | 0.58% | 46 |
|
|
2020
Q2 | $5.22M | Buy |
35,010
+3,002
| +9% | +$447K | 0.75% | 41 |
|
|
2020
Q1 | $3.29M | Buy |
32,008
+461
| +1% | +$47.4K | 0.57% | 52 |
|
|
2019
Q4 | $5.26M | Buy |
31,547
+263
| +0.8% | +$43.9K | 0.75% | 46 |
|
|
2019
Q3 | $3.9M | Buy |
31,284
+1,241
| +4% | +$155K | 0.59% | 53 |
|
|
2019
Q2 | $3.99M | Buy |
30,043
+1,240
| +4% | +$164K | 0.63% | 50 |
|
|
2019
Q1 | $3.29M | Buy |
28,803
+3,687
| +15% | +$421K | 0.52% | 56 |
|
|
2018
Q4 | $2.58M | Buy |
25,116
+5,581
| +29% | +$572K | 0.46% | 62 |
|
|
2018
Q3 | $3.2M | Buy |
19,535
+467
| +2% | +$76.4K | 0.48% | 63 |
|
|
2018
Q2 | $2.82M | Buy |
19,068
+712
| +4% | +$105K | 0.46% | 66 |
|
|
2018
Q1 | $3.17M | Buy |
18,356
+1,480
| +9% | +$256K | 0.54% | 62 |
|
|
2017
Q4 | $2.9M | Buy |
16,876
+625
| +4% | +$107K | 0.49% | 67 |
|
|
2017
Q3 | $2.26M | Sell |
16,251
-1,979
| -11% | -$275K | 0.4% | 79 |
|
|
2017
Q2 | $2.06M | Buy |
+18,230
| New | +$2.06M | 0.35% | 75 |
|