AEPWM
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Atlantic Edge Private Wealth Management’s United Rentals URI Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.44M Hold
3,354
– – 0.6% 41
2025
Q4 		$2.71M Sell
3,354
-40
-1% -$34.7K 0.68% 37
2025
Q3 		$3.24M Buy
3,394
+15
+0.4% +$13.4K 0.83% 32
2025
Q2 		$2.55M Buy
3,379
+43
+1% +$28.8K 0.7% 40
2025
Q1 		$2.09M Buy
3,336
+20
+0.6% +$13.7K 0.64% 41
2024
Q4 		$2.34M Sell
3,316
-50
-1% -$40.6K 0.72% 36
2024
Q3 		$2.73M Buy
3,366
+55
+2% +$39.6K 0.83% 29
2024
Q2 		$2.14M Sell
3,311
-40
-1% -$26.6K 0.72% 31
2024
Q1 		$2.42M Buy
3,351
+119
+4% +$76.4K 0.83% 31
2023
Q4 		$1.85M Buy
+3,232
New +$1.52M 0.75% 35

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