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
2026 Q1	$64.8K	Hold	89	–	–	0.02%	188
2025 Q4	$72K	Hold	89	–	–	0.02%	180
2025 Q3	$85K	Hold	89	–	–	0.03%	164
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	+$29.1K	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%	+$1.61K	0.01%	265
2021 Q1	$28K	Buy	+84	New	+$23.8K	0.01%	256
2016 Q1	–	Sell	-380	Closed	-$28K	–	198
2015 Q4	$28K	Buy	+380	New	+$27.5K	0.03%	131