Pinnacle Wealth Planning Services’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
Q2 | $564K | Buy |
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|
2025
Q1 | $355K | Buy |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $698K | Buy |
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|
2024
Q2 | $367K | Sell |
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|
2024
Q1 | $411K | Sell |
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $259K | Sell |
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|
2023
Q2 | $262K | Sell |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $265K | Buy |
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|
2021
Q4 | $220K | Buy |
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|
2021
Q3 | $218K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $206K | Buy |
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|
2020
Q4 | $132K | Buy |
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