Strategic Wealth Partners’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Buy
+429
New +$323K 0.03% 263
2024
Q4
$376K Buy
515
+181
+54% +$132K 0.03% 236
2024
Q3
$270K Buy
+334
New +$270K 0.03% 262