Atria Wealth Solutions’s United Rentals URI Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$284K	Sell	377 -3,249	-90%	-$2.17M	0.01%	1186
2025 Q1	$2.27M	Sell	3,626 -259	-7%	-$178K	0.03%	584
2024 Q4	$2.74M	Sell	3,885 -87	-2%	-$70.7K	0.03%	536
2024 Q3	$3.22M	Buy	3,972 +210	+6%	+$151K	0.04%	476
2024 Q2	$2.43M	Sell	3,762 -446	-11%	-$296K	0.03%	569
2024 Q1	$3.03M	Buy	4,208 +1,271	+43%	+$816K	0.03%	493
2023 Q4	$1.68M	Sell	2,937 -78	-3%	-$36.8K	0.02%	663
2023 Q3	$1.34M	Buy	3,015 +23	+0.8%	+$10.5K	0.02%	700
2023 Q2	$1.33M	Sell	2,992 -2,164	-42%	-$802K	0.02%	723
2023 Q1	$2.04M	Sell	5,156 -588	-10%	-$247K	0.03%	532
2022 Q4	$2.04M	Sell	5,744 -468	-8%	-$154K	0.03%	508
2022 Q3	$1.68M	Buy	6,212 +817	+15%	+$238K	0.03%	545
2022 Q2	$1.31M	Sell	5,395 -1,053	-16%	-$310K	0.03%	583
2022 Q1	$2.29M	Buy	+6,448	New	+$2.11M	0.04%	443

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