Covenant Asset 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 Q1	–	Sell	-700	Closed	-$493K	–	141
2024 Q4	$493K	Buy	+700	New	+$493K	0.08%	99
2023 Q2	–	Sell	-4,721	Closed	-$1.87M	–	142
2023 Q1	$1.87M	Buy	+4,721	New	+$1.87M	0.44%	56