GGM Wealth Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $308K | Hold |
490
| – | – | 0.17% | 99 |
|
|
2024
Q4 | $345K | Hold |
490
| – | – | 0.18% | 97 |
|
|
2024
Q3 | $397K | Hold |
490
| – | – | 0.17% | 89 |
|
|
2024
Q2 | $317K | Sell |
490
-330
| -40% | -$213K | 0.14% | 104 |
|
|
2024
Q1 | $571K | Sell |
820
-3,300
| -80% | -$2.3M | 0.27% | 66 |
|
|
2023
Q4 | $2.6M | Hold |
4,120
| – | – | 1.07% | 23 |
|
|
2023
Q3 | $1.83M | Hold |
4,120
| – | – | 0.79% | 30 |
|
|
2023
Q2 | $1.88M | Buy |
+4,120
| New | +$1.88M | 0.76% | 28 |
|
|
2023
Q1 | – | Sell |
-4,120
| Closed | -$1.55M | – | 125 |
|
|
2022
Q4 | $1.55M | Hold |
4,120
| – | – | 0.8% | 31 |
|
|
2022
Q3 | $1.22M | Hold |
4,120
| – | – | 0.66% | 32 |
|
|
2022
Q2 | $1.03M | Hold |
4,120
| – | – | 0.58% | 39 |
|
|
2022
Q1 | $1.45M | Buy |
+4,120
| New | +$1.45M | 0.73% | 32 |
|