Cherry Tree Wealth Management’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	-21	Closed	-$13.2K	–	754
2025 Q1	$13.2K	Sell	21 -3	-13%	-$1.88K	﹤0.01%	391
2024 Q4	$17.2K	Buy	24 +3	+14%	+$2.16K	﹤0.01%	359
2024 Q3	$17K	Hold	21	–	–	﹤0.01%	363
2024 Q2	$13.6K	Buy	+21	New	+$13.6K	﹤0.01%	364