Transamerica 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	$91.3K	Buy	125 +55	+79%	+$46.2K	0.01%	546
2025 Q4	$56.7K	Buy	70 +56	+400%	+$48.6K	﹤0.01%	532
2025 Q3	$12.5K	Buy	+14	New	+$12.5K	﹤0.01%	691
2024 Q3	–	Sell	-1	Closed	-$1K	–	660
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	533
2024 Q1	$1K	Hold	1	–	–	﹤0.01%	579
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	595
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	614
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	584
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	569
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	654
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	614
2022 Q2	$1K	Buy	+1	New	+$294	﹤0.01%	623
2016 Q1	–	Sell	-65	Closed	-$5K	–	854
2015 Q4	$5K	Buy	+65	New	+$4.7K	﹤0.01%	675
2015 Q1	–	Sell	-2,949	Closed	-$301K	–	926
2014 Q4	$301K	Sell	2,949 -436	-13%	-$46.7K	0.02%	250
2014 Q3	$377K	Hold	3,385	–	–	0.03%	195
2014 Q2	$355K	Buy	3,385 +218	+7%	+$21.3K	0.03%	218
2014 Q1	$301K	Buy	+3,167	New	+$268K	0.03%	208