SWA
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Sax Wealth Advisors’s United Rentals URI Stock Holding History

Sax Wealth Advisors’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-688
Closed -$431K – 427
2025
Q1 		$431K Buy
688
+210
+44% +$132K 0.03% 240
2024
Q4 		$337K Buy
+478
New +$337K 0.03% 251