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
2025
Q2
$1.09M Buy
2025
Q1
$703K Buy
2024
Q4
$695K Buy
2024
Q3
$702K Buy
2024
Q2
$521K Sell
2024
Q1
$611K Buy
2023
Q4
$406K Buy
2023
Q3
$294K Buy
2023
Q2
$282K Hold
2023
Q1
$251K Hold
2022
Q4
$225K Buy