Calton & Associates’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 | $580K | Buy |
770
+107
| +16% | +$80.6K | 0.1% | 187 |
|
|
2025
Q1 | $416K | Buy |
663
+256
| +63% | +$160K | 0.09% | 196 |
|
|
2024
Q4 | $287K | Buy |
+407
| New | +$287K | 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% | +$721 | 0.21% | 106 |
|
|
2023
Q4 | $347K | Buy |
+606
| New | +$347K | 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 | +$215K | 0.08% | 246 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$37K | – | 1217 |
|
|
2017
Q4 | $37K | Buy |
+200
| New | +$37K | 0.01% | 754 |
|