Forum Financial Management’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	-895	Closed	-$724K	–	965
2025 Q4	$724K	Buy	895 +8	+0.9%	+$6.94K	0.01%	331
2025 Q3	$847K	Buy	887 +77	+10%	+$68.6K	0.01%	277
2025 Q2	$610K	Buy	810 +39	+5%	+$26.1K	0.01%	345
2025 Q1	$483K	Buy	771 +22	+3%	+$15.1K	0.01%	389
2024 Q4	$528K	Buy	749 +14	+2%	+$11.4K	0.01%	363
2024 Q3	$595K	Buy	735 +2	+0.3%	+$1.44K	0.01%	281
2024 Q2	$474K	Buy	733 +8	+1%	+$5.32K	0.01%	322
2024 Q1	$523K	Hold	725	–	–	0.01%	311
2023 Q4	$416K	Hold	725	–	–	0.01%	350
2023 Q3	$322K	Hold	725	–	–	0.01%	403
2023 Q2	$323K	Buy	725 +4	+0.6%	+$1.48K	0.01%	410
2023 Q1	$285K	Hold	721	–	–	0.01%	419
2022 Q4	$256K	Buy	+721	New	+$237K	0.01%	443
2022 Q2	–	Sell	-636	Closed	-$225K	–	660
2022 Q1	$225K	Hold	636	–	–	0.01%	518
2021 Q4	$211K	Buy	+636	New	+$227K	0.01%	595