Jackson Grant Investment Advisers’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 | $67.1K | Hold |
89
| – | – | 0.02% | 164 |
|
|
2025
Q1 | $55.8K | Hold |
89
| – | – | 0.02% | 169 |
|
|
2024
Q4 | $62.7K | Hold |
89
| – | – | 0.02% | 167 |
|
|
2024
Q3 | $72.1K | Hold |
89
| – | – | 0.03% | 161 |
|
|
2024
Q2 | $57.6K | Hold |
89
| – | – | 0.02% | 172 |
|
|
2024
Q1 | $64.2K | Hold |
89
| – | – | 0.03% | 160 |
|
|
2023
Q4 | $51K | Hold |
89
| – | – | 0.02% | 171 |
|
|
2023
Q3 | $39.6K | Hold |
89
| – | – | 0.02% | 178 |
|
|
2023
Q2 | $39.6K | Hold |
89
| – | – | 0.02% | 181 |
|
|
2023
Q1 | $35.2K | Hold |
89
| – | – | 0.02% | 213 |
|
|
2022
Q4 | $31.6K | Hold |
89
| – | – | 0.02% | 218 |
|
|
2022
Q3 | $24K | Hold |
89
| – | – | 0.01% | 246 |
|
|
2022
Q2 | $22K | Hold |
89
| – | – | 0.01% | 257 |
|
|
2022
Q1 | $32K | Buy |
+89
| New | +$32K | 0.01% | 249 |
|
|
2021
Q4 | – | Sell |
-89
| Closed | -$31K | – | 313 |
|
|
2021
Q3 | $31K | Hold |
89
| – | – | 0.01% | 258 |
|
|
2021
Q2 | $28K | Buy |
89
+5
| +6% | +$1.57K | 0.01% | 265 |
|
|
2021
Q1 | $28K | Buy |
+84
| New | +$28K | 0.01% | 256 |
|
|
2016
Q1 | – | Sell |
-380
| Closed | -$28K | – | 198 |
|
|
2015
Q4 | $28K | Buy |
+380
| New | +$28K | 0.03% | 131 |
|