Pacific Capital Wealth Advisors’s United Rentals URI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-24	Closed	-$16.9K	–	361
2024 Q4	$16.9K	Hold	24	–	–	﹤0.01%	233
2024 Q3	$19.4K	Hold	24	–	–	﹤0.01%	246
2024 Q2	$15.5K	Buy	24 +19	+380%	+$12.3K	﹤0.01%	263
2024 Q1	$3.61K	Buy	+5	New	+$3.61K	﹤0.01%	365