Baker Ellis Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,100
| Closed | -$311K | – | 217 |
|
|
2022
Q3 | $311K | Buy |
6,100
+1,150
| +23% | +$58.6K | 0.07% | 155 |
|
|
2022
Q2 | $237K | Sell |
4,950
-200
| -4% | -$9.58K | 0.05% | 175 |
|
|
2022
Q1 | $307K | Buy |
5,150
+1,400
| +37% | +$83.5K | 0.05% | 167 |
|
|
2021
Q4 | $272K | Buy |
3,750
+250
| +7% | +$18.1K | 0.05% | 178 |
|
|
2021
Q3 | $244K | Hold |
3,500
| – | – | 0.05% | 182 |
|
|
2021
Q2 | $206K | Buy |
+3,500
| New | +$206K | 0.04% | 190 |
|