Secure Asset Management’s United Rentals URI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-529
Closed -$373K 354
2024
Q4
$373K Buy
529
+19
+4% +$13.4K 0.06% 230
2024
Q3
$413K Buy
510
+9
+2% +$7.29K 0.07% 207
2024
Q2
$324K Buy
+501
New +$324K 0.06% 217