Great Valley Advisor Group’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Buy
387
+11
+3% +$8.3K 0.01% 746
2025
Q1
$236K Sell
376
-144
-28% -$90.5K 0.01% 790
2024
Q4
$367K Buy
520
+128
+33% +$90.2K 0.01% 645
2024
Q3
$318K Buy
392
+74
+23% +$60K 0.01% 676
2024
Q2
$206K Buy
+318
New +$206K 0.01% 741