Avantax Planning Partners’s United Rentals URI Stock Holding History

Avantax Planning Partners’s Portfolio URI Stock Details URI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$200K	Buy
2018 Q4	–	Sell
2018 Q3	$91K	Buy
2018 Q2	–	Sell
2018 Q1	$1.8M	Sell
2017 Q4	$1.85M	Sell
2017 Q3	$1.51M	Buy
2017 Q2	$1.19M	Buy
2017 Q1	$1.32M	Sell
2016 Q4	$1.12M	Buy