Great Point Wealth Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $473K | Sell |
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|
2025
Q3 | $672K | Buy |
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|
2025
Q1 | $872K | Sell |
|
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|
2024
Q4 | $1.23M | Sell |
|
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|
2024
Q3 | $2M | Sell |
|
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $2.25M | Hold |
|
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|
2023
Q4 | $1.79M | Sell |
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|
2023
Q3 | $1.4M | Sell |
|
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|
2023
Q2 | $1.41M | Buy |
|
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $856K | Sell |
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|
2022
Q2 | $771K | Hold |
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|
2022
Q1 | $1.13M | Buy |
|