Provenance Wealth Advisors’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$155K Hold
2025
Q1
$129K Hold
2024
Q4
$145K Hold
2024
Q3
$167K Buy
2024
Q2
$3.88K Sell
2024
Q1
$149K Buy
2023
Q4
$5.16K Buy
2023
Q3
$2.22K Buy