Shelton Capital Management’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 | $372K | Sell |
494
-9
| -2% | -$6.78K | 0.01% | 422 |
|
|
2025
Q1 | $315K | Sell |
503
-13
| -3% | -$8.15K | 0.01% | 452 |
|
|
2024
Q4 | $363K | Buy |
516
+133
| +35% | +$93.7K | 0.01% | 427 |
|
|
2024
Q3 | $310K | Sell |
383
-18
| -4% | -$14.6K | 0.01% | 488 |
|
|
2024
Q2 | $259K | Hold |
401
| – | – | 0.01% | 544 |
|
|
2024
Q1 | $289K | Hold |
401
| – | – | 0.01% | 540 |
|
|
2023
Q4 | $230K | Sell |
401
-208
| -34% | -$119K | 0.01% | 611 |
|
|
2023
Q3 | $271K | Hold |
609
| – | – | 0.01% | 514 |
|
|
2023
Q2 | $271K | Hold |
609
| – | – | 0.01% | 544 |
|
|
2023
Q1 | $241K | Buy |
+609
| New | +$241K | 0.01% | 583 |
|
|
2022
Q2 | – | Sell |
-609
| Closed | -$216K | – | 792 |
|
|
2022
Q1 | $216K | Hold |
609
| – | – | 0.01% | 729 |
|
|
2021
Q4 | $202K | Sell |
609
-32
| -5% | -$10.6K | 0.01% | 798 |
|
|
2021
Q3 | $225K | Hold |
641
| – | – | 0.01% | 706 |
|
|
2021
Q2 | $204K | Sell |
641
-641
| -50% | -$204K | 0.01% | 792 |
|
|
2021
Q1 | $422K | Buy |
+1,282
| New | +$422K | 0.01% | 424 |
|
|
2020
Q4 | – | Sell |
-5,591
| Closed | -$976K | – | 813 |
|
|
2020
Q3 | $976K | Buy |
+5,591
| New | +$976K | 0.04% | 344 |
|
|
2018
Q2 | – | Sell |
-2,109
| Closed | -$364K | – | 882 |
|
|
2018
Q1 | $364K | Buy |
2,109
+210
| +11% | +$36.2K | 0.02% | 465 |
|
|
2017
Q4 | $326K | Sell |
1,899
-21,025
| -92% | -$3.61M | 0.02% | 541 |
|
|
2017
Q3 | $3.18M | Buy |
22,924
+17,300
| +308% | +$2.4M | 0.21% | 108 |
|
|
2017
Q2 | $634K | Buy |
+5,624
| New | +$634K | 0.04% | 303 |
|
|
2014
Q4 | – | Sell |
-10,211
| Closed | -$1.13M | – | 806 |
|
|
2014
Q3 | $1.13M | Hold |
10,211
| – | – | 0.15% | 133 |
|
|
2014
Q2 | $1.07M | Hold |
10,211
| – | – | 0.15% | 138 |
|
|
2014
Q1 | $969K | Hold |
10,211
| – | – | 0.14% | 146 |
|
|
2013
Q4 | $796K | Sell |
10,211
-213
| -2% | -$16.6K | 0.12% | 174 |
|
|
2013
Q3 | $608K | Hold |
10,424
| – | – | 0.1% | 226 |
|
|
2013
Q2 | $520K | Buy |
+10,424
| New | +$520K | 0.09% | 241 |
|