Greatmark Investment Partners’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	$2.22M	Hold	3,045	–	–	0.26%	63
2025 Q4	$2.46M	Sell	3,045 -10	-0.3%	-$8.68K	0.29%	61
2025 Q3	$2.92M	Hold	3,055	–	–	0.35%	53
2025 Q2	$2.3M	Sell	3,055 -10	-0.3%	-$6.69K	0.29%	58
2025 Q1	$1.92M	Sell	3,065 -10	-0.3%	-$6.87K	0.26%	60
2024 Q4	$2.17M	Hold	3,075	–	–	0.29%	55
2024 Q3	$2.49M	Sell	3,075 -45	-1%	-$32.4K	0.34%	53
2024 Q2	$2.02M	Sell	3,120 -45	-1%	-$29.9K	0.29%	56
2024 Q1	$2.28M	Sell	3,165 -20	-0.6%	-$12.8K	0.32%	53
2023 Q4	$1.83M	Sell	3,185 -40	-1%	-$18.9K	0.29%	53
2023 Q3	$1.43M	Hold	3,225	–	–	0.25%	57
2023 Q2	$1.44M	Sell	3,225 -35	-1%	-$13K	0.24%	60
2023 Q1	$1.29M	Sell	3,260 -20	-0.6%	-$8.4K	0.23%	61
2022 Q4	$1.17M	Hold	3,280	–	–	0.21%	61
2022 Q3	$886K	Hold	3,280	–	–	0.17%	66
2022 Q2	$797K	Buy	3,280 +435	+15%	+$128K	0.15%	73
2022 Q1	$1.01M	Sell	2,845 -20	-0.7%	-$6.53K	0.17%	68
2021 Q4	$952K	Sell	2,865 -25	-0.9%	-$8.91K	0.16%	68
2021 Q3	$1.01M	Sell	2,890 -130	-4%	-$43.6K	0.19%	67
2021 Q2	$963K	Sell	3,020 -245	-8%	-$79.1K	0.17%	69
2021 Q1	$1.07M	Sell	3,265 -1,250	-28%	-$354K	0.21%	64
2020 Q4	$1.05M	Hold	4,515	–	–	0.23%	60
2020 Q3	$788K	Hold	4,515	–	–	0.2%	65
2020 Q2	$673K	Sell	4,515 -565	-11%	-$71.7K	0.18%	66
2020 Q1	$523K	Buy	5,080 +1,605	+46%	+$213K	0.17%	67
2019 Q4	$580K	Buy	3,475 +1,225	+54%	+$178K	0.14%	75
2019 Q3	$280K	Hold	2,250	–	–	0.08%	105
2019 Q2	$298K	Hold	2,250	–	–	0.09%	96
2019 Q1	$257K	Hold	2,250	–	–	0.08%	106
2018 Q4	$231K	Buy	+2,250	New	+$271K	0.08%	108