SWM
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SeaCrest Wealth Management’s United Rentals URI Stock Holding History

SeaCrest Wealth Management’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Sell
1,283
-31
-2% -$29.5K 0.16% 117
2026
Q1 		$957K Sell
1,314
-142
-10% -$119K 0.1% 196
2025
Q4 		$1.28M Buy
1,456
+129
+10% +$112K 0.13% 146
2025
Q3 		$1.32M Buy
1,327
+177
+15% +$158K 0.14% 134
2025
Q2 		$866K Buy
1,150
+381
+50% +$255K 0.09% 199
2025
Q1 		$482K Buy
769
+5
+0.7% +$3.44K 0.05% 340
2024
Q4 		$538K Buy
764
+24
+3% +$19.5K 0.06% 317
2024
Q3 		$599K Sell
740
-4
-0.5% -$2.88K 0.06% 298
2024
Q2 		$481K Buy
744
+72
+11% +$47.9K 0.05% 325
2024
Q1 		$485K Buy
672
+160
+31% +$103K 0.06% 316
2023
Q4 		$277K Buy
512
+50
+11% +$23.6K 0.03% 479
2023
Q3 		$205K Buy
+462
New +$211K 0.03% 562
2022
Q3 		– Sell
-463
Closed -$112K – 1468
2022
Q2 		$112K Buy
+463
New +$136K 0.01% 815
2019
Q2 		– Sell
-270
Closed -$31K – 1768
2019
Q1 		$31K Hold
270
– – 0.01% 1109
2018
Q4 		$28K Buy
270
+7
+3% +$843 0.01% 1110
2018
Q3 		$43K Sell
263
-37
-12% -$5.76K 0.01% 1065
2018
Q2 		$44K Hold
300
– – 0.01% 1040
2018
Q1 		$52K Buy
300
+37
+14% +$6.57K 0.01% 941
2017
Q4 		$45K Buy
+263
New +$40K 0.01% 1010

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