OWA
ORBA Wealth Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-422
| Closed | -$264K | – | 107 |
|
|
2025
Q1 | $264K | Hold |
422
| – | – | 0.13% | 93 |
|
|
2024
Q4 | $297K | Hold |
422
| – | – | 0.16% | 86 |
|
|
2024
Q3 | $342K | Hold |
422
| – | – | 0.17% | 84 |
|
|
2024
Q2 | $273K | Buy |
422
+12
| +3% | +$7.76K | 0.14% | 88 |
|
|
2024
Q1 | $296K | Hold |
410
| – | – | 0.16% | 81 |
|
|
2023
Q4 | $235K | Buy |
+410
| New | +$235K | 0.14% | 83 |
|