Legacy Capital Wealth Partners’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	$372K	Buy	493 +34	+7%	+$25.6K	0.08%	264
2025 Q1	$288K	Buy	459 +34	+8%	+$21.3K	0.07%	286
2024 Q4	$299K	Buy	425 +135	+47%	+$95K	0.07%	272
2024 Q3	$235K	Sell	290 -69	-19%	-$55.9K	0.05%	315
2024 Q2	$232K	Buy	+359	New	+$232K	0.06%	273