Integrated Wealth Concepts’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	$467K	Buy	+641	New	+$538K	﹤0.01%	1576
2025 Q1	–	Sell	-382	Closed	-$269K	–	1831
2024 Q4	$269K	Buy	382 +27	+8%	+$21.9K	﹤0.01%	1432
2024 Q3	$288K	Buy	355 +25	+8%	+$18K	﹤0.01%	1370
2024 Q2	$214K	Sell	330 -382	-54%	-$254K	﹤0.01%	1489
2024 Q1	$513K	Buy	+712	New	+$457K	0.01%	1046
2023 Q3	–	Sell	-1,165	Closed	-$519K	–	1630
2023 Q2	$519K	Buy	1,165 +659	+130%	+$244K	0.01%	972
2023 Q1	$200K	Buy	+506	New	+$213K	﹤0.01%	1224
2022 Q2	–	Sell	-576	Closed	-$205K	–	1076
2022 Q1	$205K	Sell	576 -308	-35%	-$101K	0.01%	876
2021 Q4	$294K	Buy	884 +137	+18%	+$48.8K	0.01%	782
2021 Q3	$262K	Buy	+747	New	+$251K	0.01%	792