Avidian Wealth Enterprises’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$200K Sell
2025
Q3
$244K Buy
2018
Q4
Sell
2018
Q3
$279K Buy
2018
Q2
$251K Hold
2018
Q1
$294K Buy