Worth Financial Advisory Group’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
Sell
2025
Q4
$768K Buy
2025
Q3
$862K Buy
2025
Q2
$678K Buy
2025
Q1
$544K Sell
2024
Q4
$645K Sell
2024
Q3
$810K Buy
2024
Q2
$643K Sell
2024
Q1
$996K Buy
2023
Q4
$412K Buy
2023
Q3
$301K Buy
2023
Q2
$241K Buy