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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$670K Sell
2023
Q3
$766K Sell
2023
Q2
$792K Hold
2023
Q1
$704K Sell
2022
Q4
$807K Sell
2022
Q3
$824K Buy
2022
Q2
$595K Buy
2022
Q1
$859K Sell
2021
Q4
$1.35M Buy