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
Q4 | $426K | Buy |
527
+158
| +43% | +$137K | 0.01% | 1039 |
|
|
2025
Q3 | $353K | Sell |
369
-35
| -9% | -$31.2K | 0.01% | 907 |
|
|
2025
Q2 | $305K | Buy |
+404
| New | +$270K | 0.01% | 907 |
|
|
2024
Q4 | $278K | Buy |
395
+17
| +4% | +$13.8K | 0.01% | 832 |
|
|
2024
Q3 | $306K | Buy |
378
+155
| +70% | +$111K | 0.01% | 768 |
|
|
2024
Q2 | $144K | Sell |
223
-47
| -17% | -$31.2K | ﹤0.01% | 1021 |
|
|
2024
Q1 | $195K | Buy |
270
+46
| +21% | +$29.5K | 0.01% | 801 |
|
|
2023
Q4 | $125K | Sell |
224
-85
| -28% | -$40.1K | 0.01% | 937 |
|
|
2023
Q3 | $131K | Sell |
309
-5
| -2% | -$2.29K | 0.01% | 835 |
|
|
2023
Q2 | $140K | Sell |
314
-106
| -25% | -$39.3K | 0.01% | 823 |
|
|
2023
Q1 | $147K | Buy |
420
+8
| +2% | +$3.36K | 0.01% | 786 |
|
|
2022
Q4 | $146K | Sell |
412
-8
| -2% | -$2.63K | 0.01% | 691 |
|
|
2022
Q3 | $133K | Sell |
420
-19
| -4% | -$5.53K | 0.01% | 692 |
|
|
2022
Q2 | $107K | Buy |
439
+1
| +0.2% | +$294 | 0.01% | 719 |
|
|
2022
Q1 | $117K | Buy |
+438
| New | +$143K | 0.01% | 710 |
|
|
2021
Q4 | – | Sell |
-125
| Closed | -$44K | – | 1713 |
|
|
2021
Q3 | $44K | Buy |
125
+31
| +33% | +$10.4K | ﹤0.01% | 899 |
|
|
2021
Q2 | $30K | Buy |
94
+35
| +59% | +$11.3K | ﹤0.01% | 1054 |
|
|
2021
Q1 | $19K | Buy |
59
+4
| +7% | +$1.13K | ﹤0.01% | 1132 |
|
|
2020
Q4 | $13K | Sell |
55
-6
| -10% | -$1.27K | ﹤0.01% | 1193 |
|
|
2020
Q3 | $11K | Hold |
61
| – | – | ﹤0.01% | 1121 |
|
|
2020
Q2 | $9K | Buy |
61
+50
| +455% | +$6.34K | ﹤0.01% | 1154 |
|
|
2020
Q1 | $1K | Sell |
11
-75
| -87% | -$9.94K | ﹤0.01% | 1534 |
|
|
2019
Q4 | $14K | Sell |
86
-669
| -89% | -$97.2K | ﹤0.01% | 1079 |
|
|
2019
Q3 | $94K | Hold |
755
| – | – | 0.02% | 480 |
|
|
2019
Q2 | $100K | Buy |
+755
| New | +$95.8K | 0.02% | 448 |
|
|
2018
Q3 | – | Sell |
-26
| Closed | -$4K | – | 1584 |
|
|
2018
Q2 | $4K | Hold |
26
| – | – | ﹤0.01% | 1269 |
|
|
2018
Q1 | $4K | Sell |
26
-20
| -43% | -$3.55K | ﹤0.01% | 1223 |
|
|
2017
Q4 | $8K | Buy |
46
+26
| +130% | +$3.96K | ﹤0.01% | 991 |
|
|
2017
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 1105 |
|
|
2017
Q2 | $2K | Sell |
20
-5
| -20% | -$558 | ﹤0.01% | 1076 |
|
|
2017
Q1 | $3K | Sell |
25
-120
| -83% | -$14.6K | ﹤0.01% | 995 |
|
|
2016
Q4 | $15K | Buy |
+145
| New | +$13.2K | 0.01% | 596 |
|
Other funds holding URI
