Callan Family Office’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 | $1.26M | Buy |
1,679
+898
| +115% | +$677K | 0.04% | 355 |
|
|
2025
Q1 | $489K | Sell |
781
-343
| -31% | -$215K | 0.04% | 325 |
|
|
2024
Q4 | $792K | Buy |
1,124
+525
| +88% | +$370K | 0.05% | 290 |
|
|
2024
Q3 | $485K | Buy |
599
+189
| +46% | +$153K | 0.08% | 103 |
|
|
2024
Q2 | $265K | Buy |
+410
| New | +$265K | 0.05% | 129 |
|
|
2024
Q1 | – | Sell |
-396
| Closed | -$227K | – | 109 |
|
|
2023
Q4 | $227K | Buy |
+396
| New | +$227K | 0.06% | 94 |
|