Financial Partners Group (Kansas)’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	$349K	Buy	479 +5	+1%	+$4.2K	0.04%	165
2025 Q4	$370K	Sell	474 -9	-2%	-$7.81K	0.04%	163
2025 Q3	$462K	Hold	483	–	–	0.06%	137
2025 Q2	$364K	Hold	483	–	–	0.05%	143
2025 Q1	$303K	Sell	483 -4	-0.8%	-$2.75K	0.05%	145
2024 Q4	$343K	Sell	487 -129	-21%	-$105K	0.05%	131
2024 Q3	$499K	Sell	616 -25	-4%	-$18K	0.07%	110
2024 Q2	$415K	Hold	641	–	–	0.07%	118
2024 Q1	$462K	Sell	641 -30	-4%	-$19.3K	0.07%	112
2023 Q4	$385K	Hold	671	–	–	0.07%	108
2023 Q3	$293K	Buy	+671	New	+$307K	0.06%	125
2023 Q2	–	Sell	-556	Closed	-$220K	–	173
2023 Q1	$220K	Sell	556 -7	-1%	-$2.94K	0.05%	152
2022 Q4	$259K	Buy	+563	New	+$185K	0.06%	137
2022 Q2	–	Sell	-782	Closed	-$278K	–	166
2022 Q1	$278K	Sell	782 -31	-4%	-$10.1K	0.06%	137
2021 Q4	$260K	Sell	813 -202	-20%	-$72K	0.06%	144
2021 Q3	$356K	Buy	1,015 +50	+5%	+$16.8K	0.08%	115
2021 Q2	$308K	Hold	965	–	–	0.08%	119
2021 Q1	$318K	Sell	965 -479	-33%	-$136K	0.09%	108
2020 Q4	$374K	Hold	1,444	–	–	0.11%	84
2020 Q3	$252K	Hold	1,444	–	–	0.09%	101
2020 Q2	$215K	Buy	+1,444	New	+$183K	0.08%	92