Bernardo Wealth Planning’s United Rentals URI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-327	Closed	-$205K	–	126
2025 Q1	$205K	Buy	327 +5	+2%	+$3.14K	0.05%	110
2024 Q4	$216K	Buy	+322	New	+$216K	0.05%	103