Paragon Private 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	$1.46M	Buy	2,008 +97	+5%	+$81.5K	0.46%	60
2025 Q4	$1.55M	Sell	1,911 -28	-1%	-$24.3K	0.47%	51
2025 Q3	$1.85M	Buy	1,939 +487	+34%	+$434K	0.61%	46
2025 Q2	$1.09M	Buy	1,452 +330	+29%	+$221K	0.44%	67
2025 Q1	$703K	Buy	1,122 +136	+14%	+$93.5K	0.33%	87
2024 Q4	$695K	Buy	986 +119	+14%	+$96.7K	0.32%	87
2024 Q3	$702K	Buy	867 +61	+8%	+$43.9K	0.35%	81
2024 Q2	$521K	Sell	806 -41	-5%	-$27.2K	0.29%	93
2024 Q1	$611K	Buy	847 +139	+20%	+$89.2K	0.36%	83
2023 Q4	$406K	Buy	708 +46	+7%	+$21.7K	0.28%	98
2023 Q3	$294K	Buy	662 +28	+4%	+$12.8K	0.24%	98
2023 Q2	$282K	Hold	634	–	–	0.22%	104
2023 Q1	$251K	Hold	634	–	–	0.21%	110
2022 Q4	$225K	Buy	+634	New	+$208K	0.2%	116