Golden State Wealth Management’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
$154K Hold
2025
Q2
$121K Sell
2025
Q1
$133K Buy
2024
Q4
$147K Buy
2020
Q2
Sell
2020
Q1
$45K Buy
2019
Q4
Sell
2019
Q3
$274K Sell
2019
Q2
$361K Sell
2019
Q1
$351K Buy