Modera Wealth Management’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	$865K	Sell	1,187 -52	-4%	-$43.7K	0.01%	344
2025 Q4	$1M	Buy	1,239 +16	+1%	+$13.9K	0.01%	336
2025 Q3	$1.17M	Sell	1,223 -5	-0.4%	-$4.46K	0.01%	320
2025 Q2	$925K	Sell	1,228 -1	-0.1%	-$669	0.01%	343
2025 Q1	$770K	Sell	1,229 -31	-2%	-$21.3K	0.01%	356
2024 Q4	$887K	Buy	1,260 +36	+3%	+$29.3K	0.01%	349
2024 Q3	$991K	Buy	1,224 +268	+28%	+$193K	0.01%	311
2024 Q2	$618K	Buy	956 +5	+0.5%	+$3.32K	0.01%	360
2024 Q1	$686K	Buy	951 +10	+1%	+$6.42K	0.01%	355
2023 Q4	$540K	Sell	941 -11	-1%	-$5.19K	0.01%	366
2023 Q3	$423K	Buy	952 +10	+1%	+$4.58K	0.01%	386
2023 Q2	$420K	Buy	+942	New	+$349K	0.01%	406
2022 Q1	–	Sell	-1,443	Closed	-$479K	–	584
2021 Q4	$479K	Buy	+1,443	New	+$514K	0.02%	289