Legacy Financial Advisors’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	$226K	Sell	311 -11	-3%	-$9.24K	0.03%	376
2025 Q4	$260K	Buy	322 +12	+4%	+$10.4K	0.04%	337
2025 Q3	$296K	Buy	310 +3	+1%	+$2.67K	0.04%	322
2025 Q2	$231K	Buy	+307	New	+$205K	0.04%	315
2024 Q4	–	Sell	-283	Closed	-$229K	–	370
2024 Q3	$229K	Buy	+283	New	+$204K	0.04%	318
2024 Q2	–	Sell	-311	Closed	-$224K	–	360
2024 Q1	$224K	Buy	+311	New	+$200K	0.04%	296
2019 Q2	–	Sell	-97	Closed	-$11K	–	866
2019 Q1	$11K	Hold	97	–	–	﹤0.01%	605
2018 Q4	$10K	Sell	97 -31	-24%	-$3.73K	﹤0.01%	572
2018 Q3	$20K	Buy	128 +14	+12%	+$2.18K	0.01%	378
2018 Q2	$18K	Hold	114	–	–	0.01%	404
2018 Q1	$20K	Hold	114	–	–	0.01%	370
2017 Q4	$19K	Buy	+114	New	+$17.4K	0.01%	371