Perigon 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	$467K	Sell	641 -28	-4%	-$23.5K	0.01%	830
2025 Q4	$542K	Sell	669 -2	-0.3%	-$1.74K	0.01%	754
2025 Q3	$641K	Buy	671 +112	+20%	+$99.8K	0.01%	653
2025 Q2	$421K	Sell	559 -25	-4%	-$16.7K	0.01%	727
2025 Q1	$366K	Sell	584 -22	-4%	-$15.1K	0.01%	736
2024 Q4	$459K	Buy	606 +27	+5%	+$21.9K	0.01%	665
2024 Q3	$469K	Buy	579 +39	+7%	+$28.1K	0.01%	638
2024 Q2	$349K	Sell	540 -5	-0.9%	-$3.32K	0.01%	636
2024 Q1	$393K	Sell	545 -87	-14%	-$55.8K	0.01%	596
2023 Q4	$362K	Buy	632 +89	+16%	+$42K	0.01%	600
2023 Q3	$241K	Sell	543 -4	-0.7%	-$1.83K	0.01%	667
2023 Q2	$244K	Buy	+547	New	+$203K	0.01%	679
2023 Q1	–	Sell	-666	Closed	-$237K	–	731
2022 Q4	$237K	Buy	+666	New	+$219K	0.01%	606
2022 Q1	–	Sell	-718	Closed	-$239K	–	653
2021 Q4	$239K	Sell	718 -93	-11%	-$33.2K	0.02%	512
2021 Q3	$285K	Buy	+811	New	+$272K	0.02%	431
2021 Q1	–	Sell	-529	Closed	-$123K	–	1010
2020 Q4	$123K	Buy	+529	New	+$112K	0.01%	501