Medallion Wealth Advisors, LLC’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
$72.9K Sell
2025
Q4
$82.6K Hold
2025
Q3
$97.4K Buy
2025
Q2
$75.3K Hold
2025
Q1
$62.7K Sell
2024
Q4
$66.2K Buy