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	-585	Closed	-$473K	–	66
2025 Q4	$473K	Sell	585 -119	-17%	-$103K	0.09%	46
2025 Q3	$672K	Buy	+704	New	+$627K	0.13%	42
2025 Q1	$872K	Sell	1,392 -356	-20%	-$245K	0.19%	39
2024 Q4	$1.23M	Sell	1,748 -720	-29%	-$585K	0.27%	40
2024 Q3	$2M	Sell	2,468 -279	-10%	-$201K	0.43%	34
2024 Q2	$1.78M	Sell	2,747 -375	-12%	-$249K	0.41%	35
2024 Q1	$2.25M	Hold	3,122	–	–	0.52%	33
2023 Q4	$1.79M	Sell	3,122 -35	-1%	-$16.5K	0.47%	38
2023 Q3	$1.4M	Sell	3,157 -1	-0%	-$458	0.42%	38
2023 Q2	$1.41M	Buy	3,158 +9	+0.3%	+$3.33K	0.42%	40
2023 Q1	$1.25M	Sell	3,149 -7	-0.2%	-$2.94K	0.39%	40
2022 Q4	$1.12M	Sell	3,156 -13	-0.4%	-$4.27K	0.38%	41
2022 Q3	$856K	Sell	3,169 -4	-0.1%	-$1.16K	0.32%	40
2022 Q2	$771K	Hold	3,173	–	–	0.27%	39
2022 Q1	$1.13M	Buy	+3,173	New	+$1.04M	0.35%	30