Pinnacle Wealth Planning Services’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 | $564K | Buy |
749
+183
| +32% | +$138K | 0.07% | 173 |
|
|
2025
Q1 | $355K | Buy |
566
+25
| +5% | +$15.7K | 0.05% | 225 |
|
|
2024
Q4 | $381K | Sell |
541
-321
| -37% | -$226K | 0.06% | 202 |
|
|
2024
Q3 | $698K | Buy |
862
+295
| +52% | +$239K | 0.09% | 137 |
|
|
2024
Q2 | $367K | Sell |
567
-3
| -0.5% | -$1.94K | 0.05% | 233 |
|
|
2024
Q1 | $411K | Sell |
570
-6
| -1% | -$4.33K | 0.06% | 227 |
|
|
2023
Q4 | $330K | Sell |
576
-7
| -1% | -$4.01K | 0.05% | 247 |
|
|
2023
Q3 | $259K | Sell |
583
-5
| -0.9% | -$2.22K | 0.04% | 289 |
|
|
2023
Q2 | $262K | Sell |
588
-9
| -2% | -$4.01K | 0.04% | 292 |
|
|
2023
Q1 | $236K | Sell |
597
-3
| -0.5% | -$1.19K | 0.04% | 328 |
|
|
2022
Q4 | $213K | Buy |
+600
| New | +$213K | 0.04% | 351 |
|
|
2022
Q2 | – | Sell |
-746
| Closed | -$265K | – | 477 |
|
|
2022
Q1 | $265K | Buy |
746
+85
| +13% | +$30.2K | 0.05% | 298 |
|
|
2021
Q4 | $220K | Buy |
661
+40
| +6% | +$13.3K | 0.04% | 337 |
|
|
2021
Q3 | $218K | Buy |
+621
| New | +$218K | 0.05% | 313 |
|
|
2021
Q2 | – | Sell |
-625
| Closed | -$206K | – | 367 |
|
|
2021
Q1 | $206K | Buy |
625
+54
| +9% | +$17.8K | 0.05% | 297 |
|
|
2020
Q4 | $132K | Buy |
+571
| New | +$132K | 0.03% | 378 |
|