AE Wealth Management’s U-Haul Holding Co UHAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,951
| Closed | -$600K | – | 1929 |
|
|
2023
Q4 | $600K | Buy |
8,951
+143
| +2% | +$9.58K | ﹤0.01% | 1341 |
|
|
2023
Q3 | $481K | Buy |
8,808
+1,585
| +22% | +$86.5K | ﹤0.01% | 1404 |
|
|
2023
Q2 | $400K | Buy |
7,223
+2,806
| +64% | +$155K | ﹤0.01% | 1493 |
|
|
2023
Q1 | $263K | Buy |
+4,417
| New | +$263K | ﹤0.01% | 1612 |
|