Plante Moran Financial Advisors’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	$36.4K	Buy	+50	New	+$42K	﹤0.01%	352
2025 Q3	–	Sell	-7	Closed	-$5.27K	–	868
2025 Q2	$5.27K	Sell	7 -113	-94%	-$75.6K	﹤0.01%	627
2025 Q1	$75.2K	Buy	+120	New	+$82.5K	0.01%	280
2024 Q1	–	Sell	-3	Closed	-$1.72K	–	952
2023 Q4	$1.72K	Buy	+3	New	+$1.42K	﹤0.01%	738
2023 Q1	–	Sell	-4	Closed	-$1.42K	–	948
2022 Q4	$1.42K	Sell	4 -7	-64%	-$2.3K	﹤0.01%	755
2022 Q3	$3K	Sell	11 -20	-65%	-$5.82K	﹤0.01%	766
2022 Q2	$8K	Sell	31 -80	-72%	-$23.5K	﹤0.01%	655
2022 Q1	$39K	Sell	111 -64	-37%	-$20.9K	0.01%	371
2021 Q4	$58K	Buy	175 +64	+58%	+$22.8K	0.01%	334
2021 Q3	$39K	Sell	111 -15	-12%	-$5.04K	0.01%	426
2021 Q2	$40K	Buy	126 +115	+1,045%	+$37.1K	0.01%	421
2021 Q1	$4K	Hold	11	–	–	﹤0.01%	831
2020 Q4	$3K	Buy	+11	New	+$2.32K	﹤0.01%	755
2019 Q2	–	Sell	-100	Closed	-$11K	–	844
2019 Q1	$11K	Buy	+100	New	+$12.3K	﹤0.01%	542
2018 Q2	–	Sell	-66	Closed	-$11K	–	973
2018 Q1	$11K	Buy	66 +10	+18%	+$1.78K	0.01%	596
2017 Q4	$10K	Buy	56 +21	+60%	+$3.2K	0.01%	601
2017 Q3	$5K	Hold	35	–	–	﹤0.01%	661
2017 Q2	$4K	Hold	35	–	–	﹤0.01%	700
2017 Q1	$4K	Hold	35	–	–	﹤0.01%	738
2016 Q4	$4K	Hold	35	–	–	﹤0.01%	774
2016 Q3	$3K	Sell	35 -231	-87%	-$17.7K	﹤0.01%	804
2016 Q2	$18K	Buy	266 +231	+660%	+$15.1K	0.01%	449
2016 Q1	$2K	Buy	35 +10	+40%	+$556	﹤0.01%	756
2015 Q4	$2K	Buy	+25	New	+$1.81K	﹤0.01%	875