CWMK
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Caliber Wealth Management (Kansas)’s United Rentals URI Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.21M Sell
5,589
-149
-3% -$112K 0.45% 43
2025
Q1 		$3.6M Buy
+5,738
New +$3.6M 0.49% 46