GI
Gradient Investments’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3M | Buy |
40,276
+88
| +0.2% | +$66.3K | 0.55% | 62 |
|
|
2025
Q1 | $25.2M | Buy |
40,188
+10,319
| +35% | +$6.47M | 0.51% | 67 |
|
|
2024
Q4 | $21M | Buy |
29,869
+1,385
| +5% | +$976K | 0.43% | 68 |
|
|
2024
Q3 | $23.1M | Buy |
28,484
+3,373
| +13% | +$2.73M | 0.48% | 64 |
|
|
2024
Q2 | $16.2M | Buy |
25,111
+3,039
| +14% | +$1.97M | 0.36% | 88 |
|
|
2024
Q1 | $15.9M | Sell |
22,072
-5,238
| -19% | -$3.78M | 0.37% | 102 |
|
|
2023
Q4 | $15.7M | Buy |
27,310
+169
| +0.6% | +$96.9K | 0.38% | 98 |
|
|
2023
Q3 | $12.1M | Buy |
27,141
+1,104
| +4% | +$491K | 0.32% | 107 |
|
|
2023
Q2 | $11.6M | Buy |
26,037
+3,717
| +17% | +$1.66M | 0.3% | 111 |
|
|
2023
Q1 | $8.83M | Buy |
22,320
+3,764
| +20% | +$1.49M | 0.24% | 118 |
|
|
2022
Q4 | $6.6M | Buy |
18,556
+18,538
| +102,989% | +$6.59M | 0.21% | 130 |
|
|
2022
Q3 | $5K | Buy |
+18
| New | +$5K | ﹤0.01% | 974 |
|
|
2021
Q3 | – | Sell |
-32
| Closed | -$10K | – | 1257 |
|
|
2021
Q2 | $10K | Sell |
32
-4
| -11% | -$1.25K | ﹤0.01% | 769 |
|
|
2021
Q1 | $12K | Sell |
36
-27,953
| -100% | -$9.32M | ﹤0.01% | 729 |
|
|
2020
Q4 | $4.88M | Sell |
27,989
-239
| -0.8% | -$41.7K | 0.21% | 105 |
|
|
2020
Q3 | $4.93M | Sell |
28,228
-6,422
| -19% | -$1.12M | 0.21% | 105 |
|
|
2020
Q2 | $5.16M | Buy |
34,650
+14,099
| +69% | +$2.1M | 0.24% | 99 |
|
|
2020
Q1 | $2.12M | Buy |
20,551
+20,547
| +513,675% | +$2.11M | 0.11% | 128 |
|
|
2019
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1059 |
|
|
2019
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1240 |
|
|
2017
Q3 | – | Sell |
-34
| Closed | -$4K | – | 684 |
|
|
2017
Q2 | $4K | Hold |
34
| – | – | ﹤0.01% | 627 |
|
|
2017
Q1 | $4K | Hold |
34
| – | – | ﹤0.01% | 644 |
|
|
2016
Q4 | $4K | Hold |
34
| – | – | ﹤0.01% | 581 |
|
|
2016
Q3 | $3K | Sell |
34
-117
| -77% | -$10.3K | ﹤0.01% | 595 |
|
|
2016
Q2 | $10K | Sell |
151
-106
| -41% | -$7.02K | ﹤0.01% | 434 |
|
|
2016
Q1 | $16K | Sell |
257
-4,838
| -95% | -$301K | ﹤0.01% | 380 |
|
|
2015
Q4 | $370K | Sell |
5,095
-223
| -4% | -$16.2K | 0.05% | 147 |
|
|
2015
Q3 | $319K | Buy |
5,318
+1,372
| +35% | +$82.3K | 0.05% | 146 |
|
|
2015
Q2 | $346K | Buy |
3,946
+78
| +2% | +$6.84K | 0.05% | 150 |
|
|
2015
Q1 | $353K | Sell |
3,868
-161
| -4% | -$14.7K | 0.05% | 147 |
|
|
2014
Q4 | $411K | Sell |
4,029
-529
| -12% | -$54K | 0.07% | 139 |
|
|
2014
Q3 | $506K | Buy |
4,558
+183
| +4% | +$20.3K | 0.09% | 134 |
|
|
2014
Q2 | $458K | Sell |
4,375
-2,122
| -33% | -$222K | 0.09% | 136 |
|
|
2014
Q1 | $617K | Buy |
6,497
+1,019
| +19% | +$96.8K | 0.14% | 101 |
|
|
2013
Q4 | $427K | Buy |
5,478
+2,310
| +73% | +$180K | 0.11% | 101 |
|
|
2013
Q3 | $185K | Buy |
+3,168
| New | +$185K | 0.06% | 129 |
|