Sequoia Financial Advisors’s United Rentals URI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.3M	Sell	3,155 -86	-3%	-$72.2K	0.01%	558
2025 Q4	$2.62M	Buy	3,241 +1,109	+52%	+$963K	0.01%	495
2025 Q3	$2.04M	Buy	2,132 +288	+16%	+$257K	0.01%	515
2025 Q2	$1.39M	Buy	1,844 +424	+30%	+$284K	0.01%	576
2025 Q1	$890K	Sell	1,420 -139	-9%	-$95.6K	0.01%	663
2024 Q4	$1.1M	Buy	1,559 +213	+16%	+$173K	0.01%	555
2024 Q3	$1.09M	Buy	1,346 +140	+12%	+$101K	0.01%	514
2024 Q2	$780K	Buy	1,206 +91	+8%	+$60.5K	0.01%	552
2024 Q1	$804K	Sell	1,115 -585	-34%	-$375K	0.01%	530
2023 Q4	$975K	Buy	1,700 +731	+75%	+$345K	0.01%	533
2023 Q3	$431K	Buy	969 +17	+2%	+$7.78K	0.01%	560
2023 Q2	$424K	Buy	952 +52	+6%	+$19.3K	0.01%	578
2023 Q1	$356K	Sell	900 -49	-5%	-$20.6K	0.01%	566
2022 Q4	$337K	Buy	+949	New	+$312K	0.01%	549
2022 Q2	–	Sell	-611	Closed	-$217K	–	682
2022 Q1	$217K	Buy	+611	New	+$200K	0.01%	599