GSWM
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Golden State Wealth Management’s United Rentals URI Stock Holding History

Golden State Wealth Management’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$117K Hold
161
– – 0.01% 484
2025
Q4 		$130K Hold
161
– – 0.01% 466
2025
Q3 		$154K Hold
161
– – 0.02% 424
2025
Q2 		$121K Sell
161
-52
-24% -$34.8K 0.01% 444
2025
Q1 		$133K Buy
213
+4
+2% +$2.75K 0.02% 391
2024
Q4 		$147K Buy
+209
New +$170K 0.02% 368
2020
Q2 		– Sell
-435
Closed -$45K – 868
2020
Q1 		$45K Buy
+435
New +$57.7K 0.02% 379
2019
Q4 		– Sell
-2,196
Closed -$274K – 886
2019
Q3 		$274K Sell
2,196
-530
-19% -$64.3K 0.09% 166
2019
Q2 		$361K Sell
2,726
-343
-11% -$43.5K 0.11% 149
2019
Q1 		$351K Buy
+3,069
New +$379K 0.12% 151

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