Summit Securities Group’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	$7.29K	Sell	10 -84	-89%	-$70.6K	﹤0.01%	727
2025 Q4	$76.1K	Sell	94 -18	-16%	-$15.6K	0.01%	523
2025 Q3	$107K	Buy	112 +68	+155%	+$60.6K	0.04%	379
2025 Q2	$33.1K	Buy	+44	New	+$29.4K	0.01%	605
2023 Q3	–	Sell	-90	Closed	-$40K	–	1065
2023 Q2	$40K	Sell	90 -45	-33%	-$16.7K	0.02%	462
2023 Q1	$53K	Buy	135 +65	+93%	+$27.3K	0.01%	411
2022 Q4	$25K	Sell	70 -1,558	-96%	-$512K	0.01%	863
2022 Q3	$440K	Buy	1,628 +1,480	+1,000%	+$431K	0.08%	278
2022 Q2	$36K	Buy	148 +96	+185%	+$28.2K	0.01%	639
2022 Q1	$18K	Buy	+52	New	+$17K	0.01%	737
2021 Q4	–	Hold	0	–	–	–	1091
2021 Q3	–	Hold	0	–	–	–	993
2021 Q2	–	Hold	0	–	–	–	985
2017 Q2	–	Sell	-3,596	Closed	-$450K	–	390
2017 Q1	$450K	Buy	+3,596	New	+$437K	0.17%	168
2015 Q3	–	Sell	-555	Closed	-$49K	–	531
2015 Q2	$49K	Buy	+555	New	+$53.1K	0.02%	203