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
2026 Q1	$505K	Buy	693 +4	+0.6%	+$3.36K	0.05%	209
2025 Q4	$558K	Sell	689 -66	-9%	-$57.3K	0.06%	194
2025 Q3	$721K	Buy	755 +6	+0.8%	+$5.35K	0.08%	138
2025 Q2	$564K	Buy	749 +183	+32%	+$122K	0.07%	173
2025 Q1	$355K	Buy	566 +25	+5%	+$17.2K	0.05%	225
2024 Q4	$381K	Sell	541 -321	-37%	-$261K	0.06%	202
2024 Q3	$698K	Buy	862 +295	+52%	+$212K	0.09%	137
2024 Q2	$367K	Sell	567 -3	-0.5%	-$1.99K	0.05%	233
2024 Q1	$411K	Sell	570 -6	-1%	-$3.85K	0.06%	227
2023 Q4	$330K	Sell	576 -7	-1%	-$3.3K	0.05%	247
2023 Q3	$259K	Sell	583 -5	-0.9%	-$2.29K	0.04%	289
2023 Q2	$262K	Sell	588 -9	-2%	-$3.33K	0.04%	292
2023 Q1	$236K	Sell	597 -3	-0.5%	-$1.26K	0.04%	328
2022 Q4	$213K	Buy	+600	New	+$197K	0.04%	351
2022 Q2	–	Sell	-746	Closed	-$265K	–	483
2022 Q1	$265K	Buy	746 +85	+13%	+$27.8K	0.05%	300
2021 Q4	$220K	Buy	661 +40	+6%	+$14.3K	0.04%	340
2021 Q3	$218K	Buy	+621	New	+$208K	0.05%	315
2021 Q2	–	Sell	-625	Closed	-$206K	–	374
2021 Q1	$206K	Buy	625 +54	+9%	+$15.3K	0.05%	300
2020 Q4	$132K	Buy	+571	New	+$121K	0.03%	380