Avantax Planning Partners’s United Rentals URI Stock Holding History

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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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