Realta Investment 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
2026 Q1	$332K	Buy	456 +1	+0.2%	+$840	0.12%	151
2025 Q4	$368K	Sell	455 -2	-0.4%	-$1.74K	0.12%	150
2025 Q3	$436K	Hold	457	–	–	0.15%	129
2025 Q2	$344K	Hold	457	–	–	0.14%	134
2025 Q1	$286K	Buy	457 +92	+25%	+$63.2K	0.13%	143
2024 Q4	$254K	Buy	365 +90	+33%	+$73.2K	0.1%	165
2024 Q3	$230K	Buy	+275	New	+$198K	0.11%	168
2024 Q2	–	Sell	-374	Closed	-$269K	–	828
2024 Q1	$269K	Sell	374 -50	-12%	-$32.1K	0.06%	340
2023 Q4	$243K	Sell	424 -31	-7%	-$14.6K	0.05%	359
2023 Q3	$203K	Hold	455	–	–	0.05%	382
2023 Q2	$203K	Buy	+455	New	+$169K	0.04%	393
2023 Q1	–	Sell	-586	Closed	-$208K	–	795
2022 Q4	$208K	Buy	+586	New	+$193K	0.05%	380
2020 Q1	–	Sell	-954	Closed	-$147K	–	1326
2019 Q4	$147K	Buy	954 +93	+11%	+$13.5K	0.04%	407
2019 Q3	$104K	Buy	861 +89	+12%	+$10.8K	0.03%	488
2019 Q2	$102K	Buy	772 +460	+147%	+$58.4K	0.03%	494
2019 Q1	$35K	Buy	+312	New	+$38.5K	0.02%	640