Sagespring Wealth Partners’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
$579K Buy
768
+236
+44% +$178K 0.01% 395
2025
Q1
$333K Buy
532
+63
+13% +$39.5K 0.01% 481
2024
Q4
$331K Buy
+469
New +$331K 0.01% 450