Mark Sheptoff Financial Planning’s United Rentals URI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$188K	Hold	250	–	–	0.1%	92
2025 Q1	$157K	Hold	250	–	–	0.09%	96
2024 Q4	$176K	Hold	250	–	–	0.09%	96
2024 Q3	$202K	Hold	250	–	–	0.11%	91
2024 Q2	$162K	Hold	250	–	–	0.09%	103
2024 Q1	$180K	Hold	250	–	–	0.1%	102
2023 Q4	$143K	Hold	250	–	–	0.09%	108
2023 Q3	$111K	Hold	250	–	–	0.07%	107
2023 Q2	$111K	Sell	250 -250	-50%	-$111K	0.06%	113
2023 Q1	$198K	Hold	500	–	–	0.11%	95
2022 Q4	$178K	Hold	500	–	–	0.1%	98
2022 Q3	$135K	Hold	500	–	–	0.08%	100
2022 Q2	$121K	Hold	500	–	–	0.07%	105
2022 Q1	$178K	Hold	500	–	–	0.09%	113
2021 Q4	$166K	Hold	500	–	–	0.08%	114
2021 Q3	$175K	Hold	500	–	–	0.1%	111
2021 Q2	$160K	Hold	500	–	–	0.09%	115
2021 Q1	$165K	Hold	500	–	–	0.09%	107
2020 Q4	$116K	Hold	500	–	–	0.07%	124
2020 Q3	$87K	Buy	500 +250	+100%	+$43.5K	0.05%	124
2020 Q2	$37K	Hold	250	–	–	0.02%	162
2020 Q1	$26K	Hold	250	–	–	0.02%	168
2019 Q4	$42K	Hold	250	–	–	0.03%	165
2019 Q3	$31K	Hold	250	–	–	0.02%	180
2019 Q2	$33K	Hold	250	–	–	0.02%	183
2019 Q1	$29K	Hold	250	–	–	0.02%	189
2018 Q4	$26K	Hold	250	–	–	0.02%	176
2018 Q3	$41K	Hold	250	–	–	0.03%	184
2018 Q2	$37K	Hold	250	–	–	0.03%	184
2018 Q1	$43K	Hold	250	–	–	0.03%	171
2017 Q4	$43K	Sell	250 -250	-50%	-$43K	0.03%	181
2017 Q3	$69K	Hold	500	–	–	0.05%	164
2017 Q2	$56K	Sell	500 -1	-0.2%	-$112	0.04%	167
2017 Q1	$63K	Buy	501 +1	+0.2%	+$126	0.04%	167
2016 Q4	$53K	Hold	500	–	–	0.04%	172
2016 Q3	$39K	Hold	500	–	–	0.03%	184
2016 Q2	$34K	Hold	500	–	–	0.03%	180
2016 Q1	$31K	Hold	500	–	–	0.03%	180
2015 Q4	$36K	Hold	500	–	–	0.03%	186
2015 Q3	$30K	Sell	500 -200	-29%	-$12K	0.03%	190
2015 Q2	$61K	Buy	+700	New	+$61K	0.05%	160