Bell Investment Advisors’s U-Haul Holding Co UHAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$239	Hold	5	–	–	﹤0.01%	1844
2025 Q4	$253	Sell	5 -18	-78%	-$958	﹤0.01%	1784
2025 Q3	$1.31K	Hold	23	–	–	﹤0.01%	1479
2025 Q2	$1.39K	Hold	23	–	–	﹤0.01%	1484
2025 Q1	$1.5K	Hold	23	–	–	﹤0.01%	1412
2024 Q4	$1.59K	Hold	23	–	–	﹤0.01%	1415
2024 Q3	$1.78K	Hold	23	–	–	﹤0.01%	1399
2024 Q2	$1.42K	Hold	23	–	–	﹤0.01%	1491
2024 Q1	$1.55K	Sell	23 -1	-4%	-$66	﹤0.01%	1449
2023 Q4	$1.72K	Sell	24 -10	-29%	-$567	﹤0.01%	1395
2023 Q3	$1.86K	Hold	34	–	–	﹤0.01%	1317
2023 Q2	$1.88K	Sell	34 -2	-6%	-$117	﹤0.01%	1331
2023 Q1	$2.15K	Buy	36 +9	+33%	+$566	﹤0.01%	1228
2022 Q4	$1.63K	Sell	27 -93	-78%	-$5.35K	﹤0.01%	1391
2022 Q3	$6K	Buy	120 +70	+140%	+$3.67K	﹤0.01%	625
2022 Q2	$2K	Buy	+50	New	+$2.58K	﹤0.01%	1250
2021 Q4	$5K	Hold	70	–	–	﹤0.01%	805
2021 Q3	$5K	Buy	+70	New	+$4.39K	﹤0.01%	744