Keebeck Wealth 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	$563K	Hold	773	–	–	0.06%	219
2025 Q4	$626K	Hold	773	–	–	0.07%	191
2025 Q3	$738K	Sell	773 -3	-0.4%	-$2.67K	0.09%	167
2025 Q2	$585K	Hold	776	–	–	0.08%	172
2025 Q1	$486K	Hold	776	–	–	0.07%	170
2024 Q4	$547K	Hold	776	–	–	0.08%	163
2024 Q3	$628K	Sell	776 -300	-28%	-$216K	0.09%	153
2024 Q2	$696K	Hold	1,076	–	–	0.1%	149
2024 Q1	$776K	Buy	1,076 +63	+6%	+$40.4K	0.11%	151
2023 Q4	$581K	Sell	1,013 -1	-0.1%	-$472	0.1%	165
2023 Q3	$451K	Buy	1,014 +11	+1%	+$5.04K	0.08%	184
2023 Q2	$447K	Sell	1,003 -12	-1%	-$4.45K	0.06%	188
2023 Q1	$402K	Buy	1,015 +12	+1%	+$5.04K	0.06%	178
2022 Q4	$356K	Buy	1,003 +3	+0.3%	+$986	0.06%	179
2022 Q3	$270K	Hold	1,000	–	–	0.05%	200
2022 Q2	$243K	Hold	1,000	–	–	0.05%	208
2022 Q1	$355K	Hold	1,000	–	–	0.06%	184
2021 Q4	$332K	Hold	1,000	–	–	0.06%	179
2021 Q3	$351K	Hold	1,000	–	–	0.07%	163
2021 Q2	$319K	Hold	1,000	–	–	0.05%	201
2021 Q1	$329K	Hold	1,000	–	–	0.05%	193
2020 Q4	$232K	Buy	+1,000	New	+$211K	0.04%	195
2020 Q3	–	Sell	-1,000	Closed	-$149K	–	350
2020 Q2	$149K	Buy	+1,000	New	+$127K	0.05%	166
2020 Q1	–	Sell	-2,055	Closed	-$342K	–	319
2019 Q4	$342K	Buy	+2,055	New	+$298K	0.11%	111