Independent Solutions Wealth Management’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	$2.21M	Buy	2,932 +121	+4%	+$91.2K	0.43%	77
2025 Q1	$1.76M	Buy	2,811 +57	+2%	+$35.7K	0.39%	80
2024 Q4	$1.94M	Buy	2,754 +126	+5%	+$88.8K	0.42%	75
2024 Q3	$2.13M	Sell	2,628 -64	-2%	-$51.8K	0.48%	60
2024 Q2	$1.74M	Buy	+2,692	New	+$1.74M	0.4%	75