Atria Wealth Solutions’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$284K Sell
2025
Q1
$2.27M Sell
2024
Q4
$2.74M Sell
2024
Q3
$3.22M Buy
2024
Q2
$2.43M Sell
2024
Q1
$3.03M Buy
2023
Q4
$1.68M Sell
2023
Q3
$1.34M Buy
2023
Q2
$1.33M Sell
2023
Q1
$2.04M Sell
2022
Q4
$2.04M Sell
2022
Q3
$1.68M Buy
2022
Q2
$1.31M Sell
2022
Q1
$2.29M Buy