GGM Wealth Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $308K | Hold |
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|
2024
Q4 | $345K | Hold |
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|
2024
Q3 | $397K | Hold |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $571K | Sell |
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|
2023
Q4 | $2.6M | Hold |
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|
2023
Q3 | $1.83M | Hold |
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|
2023
Q2 | $1.88M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.55M | Hold |
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|
2022
Q3 | $1.22M | Hold |
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|
2022
Q2 | $1.03M | Hold |
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|
2022
Q1 | $1.45M | Buy |
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