Mission Wealth Management’s United Rentals URI Stock Holding History

Mission Wealth Management’s Portfolio URI Stock Details URI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.39M	Sell
2025 Q2	$8.62M	Buy
2025 Q1	$7.04M	Sell
2024 Q4	$9.22M	Sell
2024 Q3	$11M	Buy
2024 Q2	$6.42M	Sell
2024 Q1	$7.37M	Buy
2021 Q2	–	Sell
2021 Q1	$201K	Buy