U.S. Capital 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	$1.08M	Buy	1,477 +3	+0.2%	+$2.52K	0.03%	494
2025 Q4	$1.19M	Buy	1,474 +75	+5%	+$65.1K	0.03%	447
2025 Q3	$1.34M	Buy	1,399 +13	+0.9%	+$11.6K	0.04%	412
2025 Q2	$1.04M	Sell	1,386 -2,131	-61%	-$1.43M	0.03%	420
2025 Q1	$2.2M	Sell	3,517 -245	-7%	-$168K	0.07%	265
2024 Q4	$2.65M	Sell	3,762 -87	-2%	-$70.7K	0.08%	252
2024 Q3	$3.12M	Buy	3,849 +8	+0.2%	+$5.75K	0.11%	177
2024 Q2	$2.48M	Buy	3,841 +17	+0.4%	+$11.3K	0.09%	200
2024 Q1	$2.76M	Buy	3,824 +78	+2%	+$50.1K	0.11%	182
2023 Q4	$2.15M	Sell	3,746 -89	-2%	-$42K	0.09%	208
2023 Q3	$1.7M	Buy	3,835 +15	+0.4%	+$6.87K	0.08%	230
2023 Q2	$1.7M	Sell	3,820 -32	-0.8%	-$11.9K	0.08%	240
2023 Q1	$1.52M	Buy	3,852 +32	+0.8%	+$13.4K	0.07%	245
2022 Q4	$1.36M	Sell	3,820 -37	-1%	-$12.2K	0.06%	275
2022 Q3	$1.04M	Sell	3,857 -43	-1%	-$12.5K	0.05%	328
2022 Q2	$947K	Buy	+3,900	New	+$1.15M	0.04%	357