Phoenix Financial’s United Rentals URI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.37M	Buy	+1,874	New	+$1.37M	0.02%	206
2024 Q3	–	Sell	-856	Closed	-$533K	–	394
2024 Q2	$533K	Hold	856	–	–	0.01%	245
2024 Q1	$616K	Buy	+856	New	+$616K	0.01%	254