Loring Wolcott & Coolidge Fiduciary 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	–	Sell	-13	Closed	-$11.8K	–	577
2025 Q4	$11.8K	Buy	+13	New	+$11.3K	﹤0.01%	493
2025 Q3	–	Sell	-2,905	Closed	-$2.19M	–	558
2025 Q2	$2.19M	Sell	2,905 -35	-1%	-$23.4K	0.02%	123
2025 Q1	$1.73M	Sell	2,940 -4,064	-58%	-$2.79M	0.02%	129
2024 Q4	$5.39M	Hold	7,004	–	–	0.05%	96
2024 Q3	$5.78M	Buy	+7,004	New	+$5.04M	0.05%	92
2021 Q3	–	Sell	-9	Closed	-$3K	–	936
2021 Q2	$3K	Buy	+9	New	+$2.91K	﹤0.01%	822
2021 Q1	–	Sell	-10	Closed	-$1K	–	683
2020 Q4	$1K	Buy	+10	New	+$2.11K	﹤0.01%	762
2020 Q2	–	Sell	-200	Closed	-$21K	–	655
2020 Q1	$21K	Hold	200	–	–	﹤0.01%	460
2019 Q4	$33K	Hold	200	–	–	﹤0.01%	467
2019 Q3	$25K	Hold	200	–	–	﹤0.01%	499
2019 Q2	$27K	Hold	200	–	–	﹤0.01%	484
2019 Q1	$23K	Buy	200 +70	+54%	+$8.64K	﹤0.01%	509
2018 Q4	$13K	Hold	130	–	–	﹤0.01%	551
2018 Q3	$21K	Hold	130	–	–	﹤0.01%	491
2018 Q2	$19K	Hold	130	–	–	﹤0.01%	508
2018 Q1	$22K	Hold	130	–	–	﹤0.01%	527
2017 Q4	$22K	Buy	+130	New	+$19.8K	﹤0.01%	512