Guardian Wealth Advisors (North Carolina)’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	$420K	Buy	577 +35	+6%	+$29.4K	0.03%	239
2025 Q4	$438K	Buy	542 +1	+0.2%	+$868	0.03%	236
2025 Q3	$516K	Buy	541 +8	+2%	+$7.13K	0.03%	204
2025 Q2	$401K	Sell	533 -12	-2%	-$8.03K	0.03%	223
2025 Q1	$341K	Buy	545 +6	+1%	+$4.13K	0.03%	232
2024 Q4	$379K	Buy	539 +5	+0.9%	+$4.06K	0.03%	222
2024 Q3	$432K	Sell	534 -6	-1%	-$4.32K	0.05%	179
2024 Q2	$349K	Sell	540 -1	-0.2%	-$665	0.04%	188
2024 Q1	$390K	Buy	541 +14	+3%	+$8.98K	0.05%	186
2023 Q4	$302K	Buy	527 +14	+3%	+$6.6K	0.05%	192
2023 Q3	$228K	Buy	513 +11	+2%	+$5.04K	0.04%	217
2023 Q2	$224K	Buy	+502	New	+$186K	0.04%	209
2023 Q1	–	Sell	-605	Closed	-$215K	–	421
2022 Q4	$215K	Buy	+605	New	+$199K	0.04%	188