MWM
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Marion Wealth Management’s United Rentals URI Stock Holding History

Marion Wealth Management’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$249K Buy
331
+11
+3% +$8.29K 0.06% 121
2025
Q1 		$201K Buy
320
+36
+13% +$22.6K 0.05% 128
2024
Q4 		$200K Buy
284
+5
+2% +$3.52K 0.05% 132
2024
Q3 		$226K Buy
+279
New +$226K 0.06% 121