Brown Financial Advisors’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	$1.8M	Sell	2,386 -247	-9%	-$186K	0.7%	49
2025 Q1	$1.65M	Buy	2,633 +804	+44%	+$504K	0.68%	56
2024 Q4	$1.29M	Buy	1,829 +72	+4%	+$50.7K	0.52%	59
2024 Q3	$1.42M	Buy	1,757 +86	+5%	+$69.6K	0.59%	57
2024 Q2	$1.08M	Buy	+1,671	New	+$1.08M	0.48%	69