Global Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $353K | Sell | 
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| 
        
          
      
        2025
         Q2  | $305K | Buy | 
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| 
        
          
      
        2024
         Q4  | $278K | Buy | 
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| 
        
          
      
        2024
         Q3  | $306K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $144K | Sell | 
         | 
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| 
        
          
      
        2024
         Q1  | $195K | Buy | 
         | 
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| 
        
          
      
        2023
         Q4  | $125K | Sell | 
         | 
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| 
        
          
      
        2023
         Q3  | $131K | Sell | 
         | 
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| 
        
          
      
        2023
         Q2  | $140K | Sell | 
         | 
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| 
        
          
      
        2023
         Q1  | $147K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $146K | Sell | 
         | 
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| 
        
          
      
        2022
         Q3  | $133K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $107K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $117K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $44K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $30K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $19K | Buy | 
         | 
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| 
        
          
      
        2020
         Q4  | $13K | Sell | 
         | 
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| 
        
          
      
        2020
         Q3  | $11K | Hold | 
         | 
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| 
        
          
      
        2020
         Q2  | $9K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $1K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $14K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $94K | Hold | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $100K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $4K | Hold | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $4K | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $8K | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q3  | $3K | Hold | 
         | 
    |||||
| 
        
          
      
        2017
         Q2  | $2K | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q1  | $3K | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q4  | $15K | Buy | 
         |