Barnett & Company’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 | $736K | Sell |
12,150
-700
| -5% | -$42.4K | 0.58% | 48 |
|
|
2025
Q1 | $840K | Sell |
12,850
-1,200
| -9% | -$78.4K | 0.7% | 37 |
|
|
2024
Q4 | $971K | Hold |
14,050
| – | – | 0.64% | 42 |
|
|
2024
Q3 | $1.09M | Hold |
14,050
| – | – | 0.72% | 43 |
|
|
2024
Q2 | $867K | Sell |
14,050
-60
| -0.4% | -$3.7K | 0.62% | 44 |
|
|
2024
Q1 | $953K | Sell |
14,110
-400
| -3% | -$27K | 0.65% | 43 |
|
|
2023
Q4 | $1.04M | Buy |
14,510
+700
| +5% | +$50.3K | 0.78% | 40 |
|
|
2023
Q3 | $754K | Buy |
+13,810
| New | +$754K | 0.59% | 46 |
|