Arkadios Wealth Advisors’s United Rentals URI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.56M	Sell	6,258 -114	-2%	-$95.8K	0.08%	278
2025 Q4	$5.16M	Sell	6,372 -164	-3%	-$142K	0.1%	218
2025 Q3	$6.24M	Buy	6,536 +454	+7%	+$405K	0.15%	157
2025 Q2	$4.58M	Buy	6,082 +239	+4%	+$160K	0.14%	173
2025 Q1	$3.66M	Buy	5,843 +5,236	+863%	+$3.6M	0.14%	173
2024 Q4	$428K	Buy	607 +302	+99%	+$245K	0.02%	605
2024 Q3	$247K	Buy	+305	New	+$219K	0.01%	779
2022 Q2	–	Sell	-695	Closed	-$247K	–	607
2022 Q1	$247K	Sell	695 -321	-32%	-$105K	0.03%	475
2021 Q4	$338K	Sell	1,016 -393	-28%	-$140K	0.05%	414
2021 Q3	$494K	Sell	1,409 -213	-13%	-$71.5K	0.07%	292
2021 Q2	$517K	Sell	1,622 -368	-18%	-$119K	0.06%	326
2021 Q1	$655K	Sell	1,990 -126	-6%	-$35.7K	0.11%	213
2020 Q4	$490K	Buy	2,116 +1,926	+1,014%	+$407K	0.1%	203
2020 Q3	$36.7K	Sell	190 -40	-17%	-$6.72K	0.02%	470
2020 Q2	$36.1K	Sell	230 -909	-80%	-$115K	0.02%	420
2020 Q1	$117K	Buy	1,139 +159	+16%	+$21.1K	0.07%	217
2019 Q4	$157K	Buy	+980	New	+$142K	0.09%	178