Moss Adams Wealth 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	$441K	Buy	605 +12	+2%	+$10.1K	0.03%	150
2025 Q4	$480K	Hold	593	–	–	0.03%	139
2025 Q3	$566K	Buy	593 +7	+1%	+$6.24K	0.04%	120
2025 Q2	$441K	Buy	586 +8	+1%	+$5.35K	0.04%	140
2025 Q1	$362K	Sell	578 -100	-15%	-$68.7K	0.04%	148
2024 Q4	$478K	Buy	678 +26	+4%	+$21.1K	0.05%	103
2024 Q3	$528K	Buy	652 +2	+0.3%	+$1.44K	0.06%	93
2024 Q2	$420K	Buy	650 +29	+5%	+$19.3K	0.06%	97
2024 Q1	$448K	Buy	621 +105	+20%	+$67.4K	0.07%	81
2023 Q4	$296K	Sell	516 -49	-9%	-$23.1K	0.06%	84
2023 Q3	$251K	Sell	565 -45	-7%	-$20.6K	0.09%	77
2023 Q2	$272K	Buy	610 +29	+5%	+$10.7K	0.09%	71
2023 Q1	$230K	Buy	581 +12	+2%	+$5.04K	0.08%	86
2022 Q4	$202K	Buy	+569	New	+$187K	0.1%	99