Icon Wealth Advisors’s United Rentals URI Stock Holding History

Icon Wealth Advisors’s Portfolio URI Stock Details URI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$960K	Buy
2024 Q4	–	Sell
2024 Q3	$103K	Buy
2024 Q2	–	Sell
2024 Q1	$102K	Sell
2023 Q4	$115K	Buy