Venture Visionary Partners’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	$3.07M	Buy	4,207 +17	+0.4%	+$14.3K	0.1%	173
2025 Q4	$3.39M	Sell	4,190 -373	-8%	-$324K	0.11%	163
2025 Q3	$4.36M	Buy	4,563 +642	+16%	+$572K	0.15%	139
2025 Q2	$2.95M	Buy	3,921 +682	+21%	+$456K	0.11%	155
2025 Q1	$2.03M	Buy	3,239 +1,225	+61%	+$842K	0.09%	188
2024 Q4	$1.42M	Sell	2,014 -857	-30%	-$697K	0.06%	238
2024 Q3	$2.33M	Buy	2,871 +8	+0.3%	+$5.75K	0.1%	174
2024 Q2	$1.85M	Sell	2,863 -1,392	-33%	-$925K	0.09%	203
2024 Q1	$3.07M	Sell	4,255 -351	-8%	-$225K	0.15%	146
2023 Q4	$2.64M	Sell	4,606 -163	-3%	-$76.9K	0.14%	149
2023 Q3	$2.12M	Sell	4,769 -169	-3%	-$77.4K	0.13%	154
2023 Q2	$2.2M	Buy	4,938 +92	+2%	+$34.1K	0.13%	152
2023 Q1	$1.92M	Buy	4,846 +558	+13%	+$234K	0.12%	161
2022 Q4	$1.52M	Buy	4,288 +87	+2%	+$28.6K	0.11%	165
2022 Q3	$1.13M	Sell	4,201 -2	-0%	-$582	0.09%	179
2022 Q2	$1.02M	Sell	4,203 -659	-14%	-$194K	0.08%	197
2022 Q1	$1.73M	Buy	4,862 +102	+2%	+$33.3K	0.12%	154
2021 Q4	$1.58M	Buy	4,760 +1,009	+27%	+$360K	0.1%	164
2021 Q3	$1.32M	Sell	3,751 -43	-1%	-$14.4K	0.09%	176
2021 Q2	$1.21M	Buy	3,794 +187	+5%	+$60.4K	0.1%	183
2021 Q1	$1.19M	Buy	3,607 +803	+29%	+$227K	0.1%	177
2020 Q4	$650K	Buy	2,804 +368	+15%	+$77.7K	0.07%	206
2020 Q3	$439K	Buy	2,436 +1,016	+72%	+$171K	0.11%	112
2020 Q2	$211K	Buy	+1,420	New	+$180K	0.06%	160
2020 Q1	–	Sell	-1,688	Closed	-$281K	–	175
2019 Q4	$281K	Buy	+1,688	New	+$245K	0.09%	140