AFR
Applied Fundamental Research’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,087
| Closed | -$1.64M | – | 13 |
|
|
2025
Q1 | $1.64M | Hold |
25,087
| – | – | 1.37% | 11 |
|
|
2024
Q4 | $1.73M | Sell |
25,087
-36,213
| -59% | -$2.5M | 1.36% | 12 |
|
|
2024
Q3 | $4.75M | Hold |
61,300
| – | – | 3.14% | 12 |
|
|
2024
Q2 | $3.78M | Buy |
61,300
+7,021
| +13% | +$433K | 2.78% | 11 |
|
|
2024
Q1 | $3.67M | Sell |
54,279
-1,257
| -2% | -$84.9K | 2.71% | 10 |
|
|
2023
Q4 | $3.99M | Sell |
55,536
-1,000
| -2% | -$71.8K | 2.88% | 11 |
|
|
2023
Q3 | $3.09M | Buy |
+56,536
| New | +$3.09M | 2.24% | 11 |
|
|
2023
Q1 | – | Sell |
-11,154
| Closed | -$671K | – | 12 |
|
|
2022
Q4 | $671K | Hold |
11,154
| – | – | 0.48% | 12 |
|
|
2022
Q3 | $5.68M | Sell |
11,154
-1,791
| -14% | -$912K | 4.61% | 10 |
|
|
2022
Q2 | $6.19M | Hold |
12,945
| – | – | 3.45% | 10 |
|
|
2022
Q1 | $7.73M | Sell |
12,945
-1,422
| -10% | -$849K | 3.48% | 11 |
|
|
2021
Q4 | $10.4M | Hold |
14,367
| – | – | 5.01% | 10 |
|
|
2021
Q3 | $10.6M | Buy |
14,367
+1,053
| +8% | +$776K | 5.65% | 9 |
|
|
2021
Q2 | $7.85M | Buy |
13,314
+1,024
| +8% | +$604K | 5.27% | 9 |
|
|
2021
Q1 | $7.53M | Sell |
12,290
-333
| -3% | -$204K | 6.35% | 9 |
|
|
2020
Q4 | $5.73M | Buy |
+12,623
| New | +$5.73M | 5.46% | 9 |
|