Kestra Private Wealth Services’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	$1.63M	Buy	2,241 +127	+6%	+$107K	0.02%	626
2025 Q4	$1.71M	Buy	2,114 +565	+36%	+$490K	0.02%	596
2025 Q3	$1.48M	Sell	1,549 -204	-12%	-$182K	0.02%	629
2025 Q2	$1.32M	Buy	1,753 +33	+2%	+$22.1K	0.02%	627
2025 Q1	$1.08M	Buy	1,720 +113	+7%	+$77.7K	0.02%	651
2024 Q4	$1.13M	Buy	1,607 +200	+14%	+$163K	0.02%	603
2024 Q3	$1.14M	Buy	1,407 +43	+3%	+$30.9K	0.02%	577
2024 Q2	$882K	Buy	1,364 +301	+28%	+$200K	0.02%	616
2024 Q1	$767K	Buy	1,063 +118	+12%	+$75.7K	0.02%	634
2023 Q4	$542K	Sell	945 -41	-4%	-$19.3K	0.01%	698
2023 Q3	$438K	Buy	986 +208	+27%	+$95.2K	0.01%	713
2023 Q2	$346K	Sell	778 -94	-11%	-$34.8K	0.01%	767
2023 Q1	$345K	Sell	872 -500	-36%	-$210K	0.01%	735
2022 Q4	$488K	Buy	1,372 +557	+68%	+$183K	0.02%	532
2022 Q3	$220K	Sell	815 -16	-2%	-$4.66K	0.01%	755
2022 Q2	$202K	Sell	831 -20	-2%	-$5.88K	0.01%	802
2022 Q1	$302K	Buy	851 +47	+6%	+$15.3K	0.02%	748
2021 Q4	$267K	Buy	804 +232	+41%	+$82.7K	0.01%	815
2021 Q3	$201K	Buy	+572	New	+$192K	0.01%	857