Daymark Wealth Partners’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
$472K Sell
627
-864
-58% -$650K 0.02% 363
2025
Q1
$934K Buy
1,491
+32
+2% +$20K 0.04% 249
2024
Q4
$1.03M Sell
1,459
-132
-8% -$93K 0.04% 238
2024
Q3
$1.29M Buy
1,591
+55
+4% +$44.5K 0.05% 212
2024
Q2
$993K Buy
+1,536
New +$993K 0.05% 238