VAFP
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Vahanian & Associates Financial Planning’s United Rentals URI Stock Holding History

Vahanian & Associates Financial Planning’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$670K Sell
1,169
-555
-32% -$262K 2.65% 10
2023
Q3 		$766K Sell
1,724
-54
-3% -$24.7K 2.46% 10
2023
Q2 		$792K Hold
1,778
– – 2.5% 13
2023
Q1 		$704K Sell
1,778
-492
-22% -$207K 1.95% 14
2022
Q4 		$807K Sell
2,270
-780
-26% -$256K 2.64% 11
2022
Q3 		$824K Buy
3,050
+601
+25% +$175K 2.84% 8
2022
Q2 		$595K Buy
2,449
+31
+1% +$9.12K 2.56% 12
2022
Q1 		$859K Sell
2,418
-1,650
-41% -$539K 1.99% 15
2021
Q4 		$1.35M Buy
+4,068
New +$1.45M 1.09% 20

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