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Dogwood Wealth Management’s United Rentals URI Stock Holding History

Dogwood Wealth Management’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.2K Buy
24
+6
+33% +$5.71K 0.01% 212
2026
Q1 		$13.1K Buy
18
+1
+6% +$840 0.01% 294
2025
Q4 		$13.8K Buy
17
+3
+21% +$2.6K 0.01% 248
2025
Q3 		$13.4K Buy
14
+1
+8% +$891 0.01% 232
2025
Q2 		$10.3K Buy
13
+9
+225% +$6.02K 0.01% 267
2025
Q1 		$2.51K Buy
+4
New +$2.75K ﹤0.01% 311
2024
Q4 		– Hold
0
– -$6 – 628
2024
Q3 		– Hold
0
– – – 310
2024
Q2 		– Hold
0
– – – 367
2024
Q1 		– Hold
0
– – – 331
2023
Q4 		– Hold
0
– – – 375

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