Foundations Investment Advisors’s United Rentals URI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$640K	Buy	879 +27	+3%	+$22.7K	0.01%	640
2025 Q4	$689K	Sell	852 -94	-10%	-$81.6K	0.01%	610
2025 Q3	$903K	Buy	946 +109	+13%	+$97.1K	0.01%	493
2025 Q2	$631K	Buy	837 +20	+2%	+$13.4K	0.01%	534
2025 Q1	$512K	Buy	817 +101	+14%	+$69.4K	0.01%	575
2024 Q4	$505K	Sell	716 -162	-18%	-$132K	0.01%	539
2024 Q3	$711K	Sell	878 -35	-4%	-$25.2K	0.01%	431
2024 Q2	$591K	Buy	913 +23	+3%	+$15.3K	0.01%	462
2024 Q1	$642K	Sell	890 -11	-1%	-$7.06K	0.02%	416
2023 Q4	$582K	Buy	901 +29	+3%	+$13.7K	0.02%	403
2023 Q3	$388K	Buy	872 +20	+2%	+$9.15K	0.01%	451
2023 Q2	$380K	Buy	852 +45	+6%	+$16.7K	0.01%	419
2023 Q1	$319K	Sell	807 -34	-4%	-$14.3K	0.01%	383
2022 Q4	$299K	Sell	841 -137	-14%	-$45K	0.01%	345
2022 Q3	$264K	Sell	978 -7	-0.7%	-$2.04K	0.01%	340
2022 Q2	$238K	Buy	+985	New	+$290K	0.01%	338