FWP
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Falcon Wealth Planning’s United Rentals URI Stock Holding History

Falcon Wealth Planning’s Portfolio URI Stock Details URI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$426K Sell
565
-2
-0.4% -$1.51K 0.04% 113
2025
Q1 		$355K Sell
567
-16
-3% -$10K 0.04% 124
2024
Q4 		$411K Buy
+583
New +$411K 0.05% 111