Semus Wealth Partners’s United Rentals URI Stock Holding History

Semus Wealth Partners’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 Q1	$1.2M	Buy	1,646 +603	+58%	+$506K	0.67%	38
2025 Q4	$844K	Sell	1,043 -98	-9%	-$85.1K	0.45%	46
2025 Q3	$1.09M	Sell	1,141 -398	-26%	-$355K	0.62%	40
2025 Q2	$1.16M	Sell	1,539 -196	-11%	-$131K	0.75%	33
2025 Q1	$1.09M	Buy	1,735 +203	+13%	+$140K	0.76%	33
2024 Q4	$1.08M	Buy	1,532 +403	+36%	+$328K	0.71%	32
2024 Q3	$914K	Sell	1,129 -297	-21%	-$214K	0.64%	32
2024 Q2	$922K	Buy	1,426 +3	+0.2%	+$1.99K	0.71%	31
2024 Q1	$1.03M	Buy	1,423 +4	+0.3%	+$2.57K	0.86%	26
2023 Q4	$814K	Buy	1,419 +4	+0.3%	+$1.89K	0.67%	34
2023 Q3	$629K	Buy	1,415 +5	+0.4%	+$2.29K	0.59%	37
2023 Q2	$628K	Buy	1,410 +6	+0.4%	+$2.22K	0.58%	40
2023 Q1	$556K	Buy	1,404 +204	+17%	+$85.7K	0.6%	40
2022 Q4	$427K	Buy	+1,200	New	+$394K	0.52%	52

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