Mark Sheptoff Financial Planning’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $239K | Hold |
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|
2025
Q2 | $188K | Hold |
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|
2025
Q1 | $157K | Hold |
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|
2024
Q4 | $176K | Hold |
|
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|
2024
Q3 | $202K | Hold |
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|
2024
Q2 | $162K | Hold |
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|
2024
Q1 | $180K | Hold |
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|
2023
Q4 | $143K | Hold |
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|
2023
Q3 | $111K | Hold |
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|
2023
Q2 | $111K | Sell |
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|
2023
Q1 | $198K | Hold |
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|
2022
Q4 | $178K | Hold |
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|
2022
Q3 | $135K | Hold |
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|
2022
Q2 | $121K | Hold |
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|
2022
Q1 | $178K | Hold |
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|
2021
Q4 | $166K | Hold |
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|
2021
Q3 | $175K | Hold |
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|
2021
Q2 | $160K | Hold |
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|
2021
Q1 | $165K | Hold |
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|
2020
Q4 | $116K | Hold |
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|
2020
Q3 | $87K | Buy |
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|
2020
Q2 | $37K | Hold |
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|
2020
Q1 | $26K | Hold |
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|
2019
Q4 | $42K | Hold |
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|
2019
Q3 | $31K | Hold |
|
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|
2019
Q2 | $33K | Hold |
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|
2019
Q1 | $29K | Hold |
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|
2018
Q4 | $26K | Hold |
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|
2018
Q3 | $41K | Hold |
|
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|
2018
Q2 | $37K | Hold |
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|
2018
Q1 | $43K | Hold |
|
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|
2017
Q4 | $43K | Sell |
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|
2017
Q3 | $69K | Hold |
|
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|
2017
Q2 | $56K | Sell |
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|
2017
Q1 | $63K | Buy |
|
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|
2016
Q4 | $53K | Hold |
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|
2016
Q3 | $39K | Hold |
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|
2016
Q2 | $34K | Hold |
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|
2016
Q1 | $31K | Hold |
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|
2015
Q4 | $36K | Hold |
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|
2015
Q3 | $30K | Sell |
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|
2015
Q2 | $61K | Buy |
|