Caldwell Trust’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
2,691
+127
|
|
||||
|
2025
Q1 | $1.61M | Buy |
2,564
+56
|
|
||||
|
2024
Q4 | $1.77M | Sell |
2,508
-3
|
|
||||
|
2024
Q3 | $2.03M | Sell |
2,511
-14
|
|
||||
|
2024
Q2 | $1.63M | Buy |
2,525
+8
|
|
||||
|
2024
Q1 | $1.82M | Buy |
2,517
+93
|
|
||||
|
2023
Q4 | $1.39M | Buy |
2,424
+136
|
|
||||
|
2023
Q3 | $1.02M | Buy |
2,288
+176
|
|
||||
|
2023
Q2 | $941K | Buy |
2,112
+30
|
|
||||
|
2023
Q1 | $824K | Buy |
2,082
+30
|
|
||||
|
2022
Q4 | $729K | Hold |
2,052
|
|
||||
|
2022
Q3 | $554K | Sell |
2,052
-74
|
|
||||
|
2022
Q2 | $516K | Hold |
2,126
|
|
||||
|
2022
Q1 | $755K | Sell |
2,126
-1
|
|
||||
|
2021
Q4 | $707K | Hold |
2,127
|
|
||||
|
2021
Q3 | $746K | Hold |
2,127
|
|
||||
|
2021
Q2 | $679K | Hold |
2,127
|
|
||||
|
2021
Q1 | $700K | Hold |
2,127
|
|
||||
|
2020
Q4 | $493K | Hold |
2,127
|
|
||||
|
2020
Q3 | $371K | Hold |
2,127
|
|
||||
|
2020
Q2 | $317K | Hold |
2,127
|
|
||||
|
2020
Q1 | $219K | Hold |
2,127
|
|
||||
|
2019
Q4 | $355K | Buy |
+2,127
|
|