Mount Yale Investment 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	$2.53M	Buy	3,468 +2,909	+520%	+$2.44M	0.06%	327
2025 Q4	$453K	Buy	559 +161	+40%	+$140K	0.02%	485
2025 Q3	$380K	Sell	398 -2,383	-86%	-$2.12M	0.03%	467
2025 Q2	$2.1M	Buy	2,781 +561	+25%	+$375K	0.16%	124
2025 Q1	$1.39M	Buy	2,220 +550	+33%	+$378K	0.12%	152
2024 Q4	$1.18M	Sell	1,670 -42	-2%	-$34.1K	0.1%	177
2024 Q3	$1.39M	Sell	1,712 -2,454	-59%	-$1.77M	0.13%	160
2024 Q2	$2.69M	Sell	4,166 -300	-7%	-$199K	0.21%	96
2024 Q1	$3.22M	Sell	4,466 -684	-13%	-$439K	0.25%	88
2023 Q4	$2.95M	Sell	5,150 -79	-2%	-$37.3K	0.28%	86
2023 Q3	$2.32M	Sell	5,229 -11	-0.2%	-$5.04K	0.25%	92
2023 Q2	$2.33M	Buy	5,240 +213	+4%	+$78.9K	0.25%	94
2023 Q1	$1.99M	Buy	5,027 +624	+14%	+$262K	0.22%	105
2022 Q4	$1.56M	Sell	4,403 -70	-2%	-$23K	0.18%	132
2022 Q3	$1.21M	Buy	4,473 +94	+2%	+$27.4K	0.16%	141
2022 Q2	$1.06M	Buy	4,379 +141	+3%	+$41.5K	0.13%	166
2022 Q1	$1.5M	Sell	4,238 -27	-0.6%	-$8.82K	0.16%	138
2021 Q4	$1.42M	Sell	4,265 -72	-2%	-$25.7K	0.15%	151
2021 Q3	$1.52M	Buy	4,337 +106	+3%	+$35.6K	0.18%	134
2021 Q2	$1.35M	Buy	4,231 +14	+0.3%	+$4.52K	0.16%	133
2021 Q1	$1.39M	Buy	4,217 +223	+6%	+$63.2K	0.18%	116
2020 Q4	$926K	Buy	3,994 +7	+0.2%	+$1.48K	0.13%	174
2020 Q3	$696K	Buy	+3,987	New	+$670K	0.11%	198
2018 Q4	–	Sell	-49	Closed	-$6K	–	766
2018 Q3	$6K	Sell	49 -139	-74%	-$21.6K	﹤0.01%	876
2018 Q2	$28K	Buy	188 +38	+25%	+$6.21K	0.01%	733
2018 Q1	$26K	Buy	+150	New	+$26.6K	0.01%	728