GPWA
Great Point Wealth Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $872K | Sell |
1,392
-356
| -20% | -$223K | 0.19% | 39 |
|
|
2024
Q4 | $1.23M | Sell |
1,748
-720
| -29% | -$507K | 0.27% | 40 |
|
|
2024
Q3 | $2M | Sell |
2,468
-279
| -10% | -$226K | 0.43% | 34 |
|
|
2024
Q2 | $1.78M | Sell |
2,747
-375
| -12% | -$243K | 0.41% | 35 |
|
|
2024
Q1 | $2.25M | Hold |
3,122
| – | – | 0.52% | 33 |
|
|
2023
Q4 | $1.79M | Sell |
3,122
-35
| -1% | -$20.1K | 0.47% | 38 |
|
|
2023
Q3 | $1.4M | Sell |
3,157
-1
| -0% | -$445 | 0.42% | 38 |
|
|
2023
Q2 | $1.41M | Buy |
3,158
+9
| +0.3% | +$4.01K | 0.42% | 40 |
|
|
2023
Q1 | $1.25M | Sell |
3,149
-7
| -0.2% | -$2.77K | 0.39% | 40 |
|
|
2022
Q4 | $1.12M | Sell |
3,156
-13
| -0.4% | -$4.62K | 0.38% | 41 |
|
|
2022
Q3 | $856K | Sell |
3,169
-4
| -0.1% | -$1.08K | 0.32% | 40 |
|
|
2022
Q2 | $771K | Hold |
3,173
| – | – | 0.27% | 39 |
|
|
2022
Q1 | $1.13M | Buy |
+3,173
| New | +$1.13M | 0.35% | 30 |
|