Premier Path Wealth Partners’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
$778K Buy
1,068
+119
+13% +$100K 0.1% 192
2025
Q4
$768K Buy
949
+65
+7% +$56.4K 0.1% 198
2025
Q3
$844K Buy
884
+25
+3% +$22.3K 0.11% 194
2025
Q2
$647K Buy
859
+91
+12% +$60.9K 0.09% 221
2025
Q1
$481K Sell
768
-105
-12% -$72.2K 0.07% 237
2024
Q4
$615K Buy
873
+20
+2% +$16.3K 0.09% 205
2024
Q3
$690K Buy
853
+90
+12% +$64.7K 0.11% 193
2024
Q2
$493K Sell
763
-6
-0.8% -$3.99K 0.08% 225
2024
Q1
$556K Buy
769
+84
+12% +$53.9K 0.1% 191
2023
Q4
$393K Buy
+685
New +$323K 0.09% 218

Other funds holding URI