Cornerstone Planning Group’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
$8.68K Hold
10
﹤0.01% 589
2025
Q1
$5.9K Buy
10
+3
+43% +$1.77K ﹤0.01% 689
2024
Q4
$5.39K Buy
7
+2
+40% +$1.54K ﹤0.01% 565
2024
Q3
$4.06K Hold
5
﹤0.01% 612
2024
Q2
$3.34K Buy
5
+4
+400% +$2.68K ﹤0.01% 656
2024
Q1
$667 Buy
+1
New +$667 ﹤0.01% 863