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Avantax Planning Partners’s United Rentals URI Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-210
Closed -$200K – 462
2025
Q3 		$200K Buy
+210
New +$187K 0.01% 427
2018
Q4 		– Sell
-555
Closed -$91K – 1144
2018
Q3 		$91K Buy
+555
New +$86.4K 0.01% 367
2018
Q2 		– Sell
-10,445
Closed -$1.8M – 1419
2018
Q1 		$1.8M Sell
10,445
-300
-3% -$53.3K 0.15% 57
2017
Q4 		$1.85M Sell
10,745
-150
-1% -$22.8K 0.17% 53
2017
Q3 		$1.51M Buy
10,895
+306
+3% +$36.6K 0.12% 80
2017
Q2 		$1.19M Buy
10,589
+8
+0.1% +$893 0.1% 94
2017
Q1 		$1.32M Sell
10,581
-15
-0.1% -$1.82K 0.12% 77
2016
Q4 		$1.12M Buy
+10,596
New +$964K 0.12% 84

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