Aviso Wealth Management’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
$985K Hold
2025
Q1
$820K Sell
2024
Q4
$928K Sell
2024
Q3
$1.07M Sell
2024
Q2
$863K Buy
2024
Q1
$945K Hold
2023
Q4
$752K Buy