SOA Wealth 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
2025
Q3
$7.82K Hold
2025
Q2
$7.82K Buy
2025
Q1
$7.49K Buy
2022
Q2
Sell
2022
Q1
$1K Hold
2021
Q4
$0 Hold
2021
Q3
$1K Hold
2021
Q2
$0 Buy
2021
Q1
$0 Hold
2020
Q4
$0 Buy