TRUE Private 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
2026 Q1	$3.18M	Buy	4,367 +15	+0.3%	+$12.6K	0.3%	52
2025 Q4	$3.52M	Buy	4,352 +102	+2%	+$88.5K	0.35%	51
2025 Q3	$4.06M	Sell	4,250 -488	-10%	-$435K	0.41%	41
2025 Q2	$3.57M	Sell	4,738 -548	-10%	-$367K	0.4%	43
2025 Q1	$3.31M	Sell	5,286 -284	-5%	-$195K	0.4%	43
2024 Q4	$3.92M	Sell	5,570 -83	-1%	-$67.5K	0.48%	37
2024 Q3	$4.58M	Sell	5,653 -411	-7%	-$296K	0.55%	37
2024 Q2	$3.92M	Sell	6,064 -182	-3%	-$121K	0.44%	42
2024 Q1	$4.5M	Sell	6,246 -1,378	-18%	-$884K	0.52%	35
2023 Q4	$4.37M	Buy	7,624 +179	+2%	+$84.4K	0.55%	36
2023 Q3	$3.31M	Buy	+7,445	New	+$3.41M	0.46%	43
2020 Q2	–	Sell	-40	Closed	-$4K	–	751
2020 Q1	$4K	Hold	40	–	–	﹤0.01%	555
2019 Q4	$6K	Buy	+40	New	+$5.81K	﹤0.01%	659
2019 Q3	–	Sell	-46	Closed	-$6K	–	686
2019 Q2	$6K	Buy	+46	New	+$5.84K	﹤0.01%	617