Fiduciary Alliance’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
$840K Sell
1,115
-250
-18% -$188K 0.06% 242
2025
Q1
$855K Sell
1,365
-55
-4% -$34.5K 0.08% 186
2024
Q4
$1M Buy
1,420
+941
+196% +$663K 0.1% 163
2024
Q3
$388K Buy
+479
New +$388K 0.05% 178