Bartlett & Co 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
2026 Q1	$67.5K	Buy	73 +14	+24%	+$11.8K	﹤0.01%	627
2025 Q4	$47.8K	Hold	59	–	–	﹤0.01%	682
2025 Q3	$56.3K	Buy	59 +3	+5%	+$2.67K	﹤0.01%	651
2025 Q2	$42.2K	Buy	56 +1	+2%	+$669	﹤0.01%	682
2025 Q1	$34.5K	Sell	55 -210	-79%	-$144K	﹤0.01%	725
2024 Q4	$187K	Hold	265	–	–	﹤0.01%	450
2024 Q3	$215K	Sell	265 -5	-2%	-$3.6K	﹤0.01%	429
2024 Q2	$175K	Hold	270	–	–	﹤0.01%	455
2024 Q1	$195K	Sell	270 -90	-25%	-$57.8K	﹤0.01%	454
2023 Q4	$208K	Sell	360 -45	-11%	-$21.2K	﹤0.01%	467
2023 Q3	$180K	Sell	405 -10	-2%	-$4.58K	﹤0.01%	460
2023 Q2	$185K	Buy	+415	New	+$154K	﹤0.01%	463
2021 Q3	–	Sell	-9	Closed	-$2.87K	–	1078
2021 Q2	$2.87K	Hold	9	–	–	﹤0.01%	814
2021 Q1	$2.96K	Hold	9	–	–	﹤0.01%	845
2020 Q4	$2.09K	Buy	+9	New	+$1.9K	﹤0.01%	914