Bank of Montreal’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $59.3K | Buy |
980
+267
| +37% | +$16.2K | ﹤0.01% | 2810 |
|
2025
Q1 | $46.6K | Sell |
713
-2
| -0.3% | -$131 | ﹤0.01% | 2802 |
|
2024
Q4 | $49.4K | Buy |
715
+10
| +1% | +$691 | ﹤0.01% | 2797 |
|
2024
Q3 | $54.9K | Sell |
705
-471
| -40% | -$36.7K | ﹤0.01% | 3059 |
|
2024
Q2 | $75.5K | Buy |
1,176
+436
| +59% | +$28K | ﹤0.01% | 3033 |
|
2024
Q1 | $50.1K | Sell |
740
-17
| -2% | -$1.15K | ﹤0.01% | 3132 |
|
2023
Q4 | $55.3K | Sell |
757
-44
| -5% | -$3.21K | ﹤0.01% | 3109 |
|
2023
Q3 | $47.4K | Sell |
801
-140
| -15% | -$8.29K | ﹤0.01% | 3001 |
|
2023
Q2 | $52.2K | Buy |
941
+79
| +9% | +$4.39K | ﹤0.01% | 3199 |
|
2023
Q1 | $55.4K | Buy |
862
+35
| +4% | +$2.25K | ﹤0.01% | 3068 |
|
2022
Q4 | $49.8K | Sell |
827
-15,123
| -95% | -$911K | ﹤0.01% | 3101 |
|
2022
Q3 | $864 | Sell |
15,950
-5,960
| -27% | -$323 | ﹤0.01% | 1925 |
|
2022
Q2 | $1.07K | Buy |
21,910
+7,380
| +51% | +$360 | ﹤0.01% | 1921 |
|
2022
Q1 | $891K | Buy |
14,530
+400
| +3% | +$24.5K | ﹤0.01% | 2021 |
|
2021
Q4 | $1.02M | Sell |
14,130
-31,880
| -69% | -$2.31M | ﹤0.01% | 1875 |
|
2021
Q3 | $3.06M | Sell |
46,010
-3,190
| -6% | -$212K | ﹤0.01% | 1718 |
|
2021
Q2 | $2.89M | Buy |
49,200
+5,450
| +12% | +$320K | ﹤0.01% | 1755 |
|
2021
Q1 | $2.71M | Buy |
43,750
+8,180
| +23% | +$506K | ﹤0.01% | 1422 |
|
2020
Q4 | $1.69M | Sell |
35,570
-280
| -0.8% | -$13.3K | ﹤0.01% | 1597 |
|
2020
Q3 | $1.3M | Sell |
35,850
-70
| -0.2% | -$2.55K | ﹤0.01% | 1577 |
|
2020
Q2 | $1.05M | Buy |
35,920
+31,270
| +672% | +$911K | ﹤0.01% | 1634 |
|
2020
Q1 | $122K | Sell |
4,650
-460
| -9% | -$12.1K | ﹤0.01% | 2245 |
|
2019
Q4 | $192K | Sell |
5,110
-740
| -13% | -$27.8K | ﹤0.01% | 2699 |
|
2019
Q3 | $228K | Buy |
5,850
+740
| +14% | +$28.8K | ﹤0.01% | 2384 |
|
2019
Q2 | $195K | Buy |
5,110
+620
| +14% | +$23.7K | ﹤0.01% | 2509 |
|
2019
Q1 | $166K | Sell |
4,490
-670
| -13% | -$24.8K | ﹤0.01% | 2441 |
|
2018
Q4 | $168K | Buy |
5,160
+2,000
| +63% | +$65.1K | ﹤0.01% | 2402 |
|
2018
Q3 | $113K | Buy |
3,160
+1,210
| +62% | +$43.3K | ﹤0.01% | 2755 |
|
2018
Q2 | $69K | Buy |
1,950
+50
| +3% | +$1.77K | ﹤0.01% | 2970 |
|
2018
Q1 | $65K | Sell |
1,900
-230
| -11% | -$7.87K | ﹤0.01% | 2873 |
|
2017
Q4 | $81K | Buy |
2,130
+200
| +10% | +$7.61K | ﹤0.01% | 2793 |
|
2017
Q3 | $73K | Buy |
1,930
+90
| +5% | +$3.4K | ﹤0.01% | 2841 |
|
2017
Q2 | $67K | Buy |
1,840
+90
| +5% | +$3.28K | ﹤0.01% | 2841 |
|
2017
Q1 | $67K | Hold |
1,750
| – | – | ﹤0.01% | 2738 |
|
2016
Q4 | $60K | Sell |
1,750
-350
| -17% | -$12K | ﹤0.01% | 2761 |
|
2016
Q3 | $68K | Buy |
2,100
+70
| +3% | +$2.27K | ﹤0.01% | 2695 |
|
2016
Q2 | $76K | Sell |
2,030
-170
| -8% | -$6.37K | ﹤0.01% | 2665 |
|
2016
Q1 | $78K | Buy |
2,200
+1,230
| +127% | +$43.6K | ﹤0.01% | 2670 |
|
2015
Q4 | $38K | Sell |
970
-3,470
| -78% | -$136K | ﹤0.01% | 2940 |
|
2015
Q3 | $175K | Sell |
4,440
-810
| -15% | -$31.9K | ﹤0.01% | 2123 |
|
2015
Q2 | $171K | Buy |
5,250
+3,500
| +200% | +$114K | ﹤0.01% | 2282 |
|
2015
Q1 | $57K | Sell |
1,750
-9,650
| -85% | -$314K | ﹤0.01% | 2658 |
|
2014
Q4 | $324K | Sell |
11,400
-10,530
| -48% | -$299K | ﹤0.01% | 1933 |
|
2014
Q3 | $575K | Sell |
21,930
-13,060
| -37% | -$342K | ﹤0.01% | 1657 |
|
2014
Q2 | $1.02M | Sell |
34,990
-3,830
| -10% | -$111K | ﹤0.01% | 1442 |
|
2014
Q1 | $901K | Sell |
38,820
-580
| -1% | -$13.5K | ﹤0.01% | 1359 |
|
2013
Q4 | $937K | Sell |
39,400
-1,570
| -4% | -$37.3K | ﹤0.01% | 1289 |
|
2013
Q3 | $755K | Buy |
40,970
+11,550
| +39% | +$213K | ﹤0.01% | 1324 |
|
2013
Q2 | $476K | Buy |
+29,420
| New | +$476K | ﹤0.01% | 1476 |
|