Principia Wealth Advisory’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
$1.51K Buy
2
+1
+100% +$754 ﹤0.01% 454
2025
Q1
$611 Sell
1
-1
-50% -$611 ﹤0.01% 519
2024
Q4
$1.41K Buy
+2
New +$1.41K ﹤0.01% 294