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Calton & Associates’s United Rentals URI Stock Holding History

Calton & Associates’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$594K Buy
815
+30
+4% +$25.2K 0.09% 205
2025
Q4 		$635K Buy
785
+11
+1% +$9.55K 0.09% 207
2025
Q3 		$739K Buy
774
+4
+0.5% +$3.56K 0.11% 171
2025
Q2 		$580K Buy
770
+107
+16% +$71.6K 0.1% 187
2025
Q1 		$416K Buy
663
+256
+63% +$176K 0.09% 196
2024
Q4 		$287K Buy
+407
New +$331K 0.13% 151
2024
Q3 		– Sell
-607
Closed -$393K – 276
2024
Q2 		$393K Hold
607
– – 0.2% 113
2024
Q1 		$438K Buy
607
+1
+0.2% +$642 0.21% 106
2023
Q4 		$347K Buy
+606
New +$286K 0.14% 146
2023
Q3 		– Sell
-606
Closed -$270K – 245
2023
Q2 		$270K Hold
606
– – 0.13% 156
2023
Q1 		$240K Hold
606
– – 0.11% 186
2022
Q4 		$215K Buy
+606
New +$199K 0.08% 246
2018
Q1 		– Sell
-200
Closed -$37K – 1220
2017
Q4 		$37K Buy
+200
New +$30.4K 0.01% 754

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