Prestige Wealth Management Group’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	$164K	Sell	225 -15	-6%	-$12.6K	0.03%	171
2025 Q4	$194K	Hold	240	–	–	0.04%	164
2025 Q3	$229K	Hold	240	–	–	0.04%	161
2025 Q2	$181K	Hold	240	–	–	0.04%	171
2025 Q1	$150K	Hold	240	–	–	0.03%	171
2024 Q4	$169K	Hold	240	–	–	0.04%	165
2024 Q3	$194K	Hold	240	–	–	0.04%	152
2024 Q2	$155K	Hold	240	–	–	0.03%	150
2024 Q1	$173K	Hold	240	–	–	0.04%	164
2023 Q4	$138K	Buy	240 +2	+0.8%	+$943	0.03%	163
2023 Q3	$106K	Hold	238	–	–	0.03%	180
2023 Q2	$106K	Hold	238	–	–	0.03%	201
2023 Q1	$94.2K	Hold	238	–	–	0.02%	191
2022 Q4	$84.6K	Buy	238 +2	+0.8%	+$657	0.02%	208
2022 Q3	$63K	Hold	236	–	–	0.02%	206
2022 Q2	$58K	Hold	236	–	–	0.02%	223
2022 Q1	$84K	Hold	236	–	–	0.02%	204
2021 Q4	$78K	Hold	236	–	–	0.02%	226
2021 Q3	$83K	Hold	236	–	–	0.02%	206
2021 Q2	$75K	Hold	236	–	–	0.02%	205
2021 Q1	$78K	Sell	236 -4	-2%	-$1.13K	0.02%	204
2020 Q4	$55K	Hold	240	–	–	0.02%	240
2020 Q3	$42K	Hold	240	–	–	0.01%	268
2020 Q2	$36K	Hold	240	–	–	0.01%	264
2020 Q1	$25K	Buy	240 +35	+17%	+$4.64K	0.01%	252
2019 Q4	$34K	Hold	205	–	–	0.02%	235
2019 Q3	$26K	Hold	205	–	–	0.02%	248
2019 Q2	$27K	Hold	205	–	–	0.02%	237
2019 Q1	$23K	Sell	205 -63	-24%	-$7.78K	0.01%	259
2018 Q4	$27K	Buy	+268	New	+$32.3K	0.02%	268