Laidlaw Wealth Management’s United Rentals URI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-345	Closed	-$249K	–	188
2024 Q1	$249K	Sell	345 -1,824	-84%	-$1.17M	0.14%	151
2023 Q4	$1.24M	Sell	2,169 -11	-0.5%	-$5.19K	0.45%	67
2023 Q3	$969K	Sell	2,180 -32	-1%	-$14.6K	0.32%	88
2023 Q2	$985K	Sell	2,212 -48	-2%	-$17.8K	0.19%	125
2023 Q1	$894K	Sell	2,260 -25	-1%	-$10.5K	0.18%	132
2022 Q4	$812K	Buy	+2,285	New	+$751K	0.17%	146
2022 Q3	–	Sell	-2,267	Closed	-$551K	–	372
2022 Q2	$551K	Buy	2,267 +14	+0.6%	+$4.12K	0.11%	186
2022 Q1	$800K	Buy	2,253 +157	+7%	+$51.3K	0.13%	158
2021 Q4	$696K	Buy	+2,096	New	+$747K	0.11%	181
2021 Q1	–	Sell	-2,023	Closed	-$469K	–	355
2020 Q4	$469K	Sell	2,023 -34	-2%	-$7.18K	0.1%	197
2020 Q3	$359K	Buy	2,057 +70	+4%	+$11.8K	0.16%	132
2020 Q2	$296K	Buy	+1,987	New	+$252K	0.15%	134
2020 Q1	–	Sell	-1,605	Closed	-$268K	–	172
2019 Q4	$268K	Buy	+1,605	New	+$233K	0.17%	134