Jackson Grant Investment Advisers’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $85K | Hold |
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|
2025
Q2 | $67.1K | Hold |
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|
2025
Q1 | $55.8K | Hold |
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|
2024
Q4 | $62.7K | Hold |
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|
2024
Q3 | $72.1K | Hold |
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|
2024
Q2 | $57.6K | Hold |
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|
2024
Q1 | $64.2K | Hold |
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|
2023
Q4 | $51K | Hold |
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|
2023
Q3 | $39.6K | Hold |
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|
2023
Q2 | $39.6K | Hold |
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|
2023
Q1 | $35.2K | Hold |
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|
2022
Q4 | $31.6K | Hold |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $22K | Hold |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $31K | Hold |
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|
2021
Q2 | $28K | Buy |
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|
2021
Q1 | $28K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $28K | Buy |
|