Essex Financial Services’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	$427K	Buy	586 +22	+4%	+$18.5K	0.02%	499
2025 Q4	$456K	Sell	564 -20	-3%	-$17.4K	0.03%	464
2025 Q3	$557K	Buy	584 +62	+12%	+$55.2K	0.03%	392
2025 Q2	$393K	Sell	522 -12	-2%	-$8.03K	0.03%	468
2025 Q1	$335K	Sell	534 -93	-15%	-$63.9K	0.02%	471
2024 Q4	$442K	Buy	627 +2	+0.3%	+$1.63K	0.03%	403
2024 Q3	$530K	Buy	625 +27	+5%	+$19.4K	0.04%	361
2024 Q2	$412K	Buy	598 +171	+40%	+$114K	0.03%	410
2024 Q1	$308K	Sell	427 -36	-8%	-$23.1K	0.03%	417
2023 Q4	$266K	Sell	463 -153	-25%	-$72.2K	0.03%	422
2023 Q3	$274K	Buy	616 +151	+32%	+$69.1K	0.03%	386
2023 Q2	$207K	Buy	+465	New	+$172K	0.02%	446