Shelton Capital Management’s United Rentals URI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$342K	Sell	470 -15	-3%	-$12.6K	0.01%	469
2025 Q4	$393K	Hold	485	–	–	0.01%	419
2025 Q3	$463K	Sell	485 -9	-2%	-$8.02K	0.01%	374
2025 Q2	$372K	Sell	494 -9	-2%	-$6.02K	0.01%	422
2025 Q1	$315K	Sell	503 -13	-3%	-$8.94K	0.01%	455
2024 Q4	$363K	Buy	516 +133	+35%	+$108K	0.01%	428
2024 Q3	$310K	Sell	383 -18	-4%	-$12.9K	0.01%	488
2024 Q2	$259K	Hold	401	–	–	0.01%	552
2024 Q1	$289K	Hold	401	–	–	0.01%	550
2023 Q4	$230K	Sell	401 -208	-34%	-$98.1K	0.01%	620
2023 Q3	$271K	Hold	609	–	–	0.01%	519
2023 Q2	$271K	Hold	609	–	–	0.01%	550
2023 Q1	$241K	Buy	+609	New	+$256K	0.01%	589
2022 Q2	–	Sell	-609	Closed	-$216K	–	805
2022 Q1	$216K	Hold	609	–	–	0.01%	744
2021 Q4	$202K	Sell	609 -32	-5%	-$11.4K	0.01%	802
2021 Q3	$225K	Hold	641	–	–	0.01%	709
2021 Q2	$204K	Sell	641 -641	-50%	-$207K	0.01%	795
2021 Q1	$422K	Buy	+1,282	New	+$363K	0.01%	427
2020 Q4	–	Sell	-5,591	Closed	-$976K	–	821
2020 Q3	$976K	Buy	+5,591	New	+$940K	0.04%	350
2018 Q2	–	Sell	-2,109	Closed	-$364K	–	885
2018 Q1	$364K	Buy	2,109 +210	+11%	+$37.3K	0.02%	467
2017 Q4	$326K	Sell	1,899 -21,025	-92%	-$3.2M	0.02%	545
2017 Q3	$3.18M	Buy	22,924 +17,300	+308%	+$2.07M	0.22%	110
2017 Q2	$634K	Buy	+5,624	New	+$628K	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%	-$14.3K	0.12%	174
2013 Q3	$608K	Hold	10,424	–	–	0.1%	226
2013 Q2	$520K	Buy	+10,424	New	+$555K	0.09%	241