Physician 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
Q2
$101K Sell
134
-17
-11% -$12.8K 0.02% 264
2025
Q1
$94.8K Sell
151
-6
-4% -$3.77K 0.02% 261
2024
Q4
$111K Buy
+157
New +$111K 0.02% 241