Charles Carroll Financial Partners, LLC URI Holdings History
Charles Carroll Financial Partners, LLC's United Rentals Inc Holding Summary
As of 2023-12-31, Charles Carroll Financial Partners, LLC held 13,900.00 shares of United Rentals Inc(URI), totaling $7.97 Mil. This investment constitutes 8.57% of their stock portfolio, and Charles Carroll Financial Partners, LLC now holds 0.02% of the outstanding United Rentals Inc(URI) stock.
The initial trade took place in 2021Q4. And since then Charles Carroll Financial Partners, LLC has made 2 purchases of URI, at an average price of $369.00, for a total of 19,770.00 shares. In addition, there have been 5 sales at an average price of $321.38 for 5,870.00 shares. Based on historical transaction data and URI's current price of $803.25, Charles Carroll Financial Partners, LLC's estimated gain on his URI holdings is $5.76 Mil, reflecting a 78.91% gain to date.
Charles Carroll Financial Partners, LLC URI ($803.25) Holding Chart
Charles Carroll Financial Partners, LLC URI ($803.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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