BC
Bruce & Co’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.48M | Hold |
73,900
| – | – | 1.45% | 20 |
|
|
2025
Q1 | $4.83M | Hold |
73,900
| – | – | 1.55% | 17 |
|
|
2024
Q4 | $5.11M | Sell |
73,900
-1,205
| -2% | -$83.3K | 1.64% | 17 |
|
|
2024
Q3 | $5.82M | Hold |
75,105
| – | – | 1.69% | 19 |
|
|
2024
Q2 | $4.64M | Buy |
75,105
+4,300
| +6% | +$265K | 1.53% | 17 |
|
|
2024
Q1 | $4.78M | Hold |
70,805
| – | – | 1.59% | 18 |
|
|
2023
Q4 | $5.08M | Hold |
70,805
| – | – | 1.77% | 17 |
|
|
2023
Q3 | $3.86M | Sell |
70,805
-3,959
| -5% | -$216K | 1.32% | 18 |
|
|
2023
Q2 | $4.14M | Hold |
74,764
| – | – | 1.16% | 18 |
|
|
2023
Q1 | $4.46M | Sell |
74,764
-291
| -0.4% | -$17.4K | 1.22% | 18 |
|
|
2022
Q4 | $4.52M | Sell |
75,055
-400
| -0.5% | -$24.1K | 1.16% | 18 |
|
|
2022
Q3 | $38.4M | Hold |
75,455
| – | – | 10.56% | 1 |
|
|
2022
Q2 | $36.1M | Buy |
75,455
+100
| +0.1% | +$47.8K | 8.49% | 1 |
|
|
2022
Q1 | $45M | Hold |
75,355
| – | – | 9.2% | 1 |
|
|
2021
Q4 | $54.7M | Sell |
75,355
-4,430
| -6% | -$3.22M | 10.94% | 1 |
|
|
2021
Q3 | $51.5M | Sell |
79,785
-13,600
| -15% | -$8.79M | 10.95% | 1 |
|
|
2021
Q2 | $55M | Sell |
93,385
-2,300
| -2% | -$1.36M | 10.51% | 1 |
|
|
2021
Q1 | $58.6M | Sell |
95,685
-35,167
| -27% | -$21.5M | 10.98% | 1 |
|
|
2020
Q4 | $59.4M | Sell |
130,852
-8,500
| -6% | -$3.86M | 11.45% | 1 |
|
|
2020
Q3 | $49.6M | Sell |
139,352
-2,000
| -1% | -$712K | 10.27% | 1 |
|
|
2020
Q2 | $42.7M | Sell |
141,352
-2,000
| -1% | -$604K | 9.28% | 1 |
|
|
2020
Q1 | $41.7M | Hold |
143,352
| – | – | 9.59% | 2 |
|
|
2019
Q4 | $53.9M | Sell |
143,352
-6,233
| -4% | -$2.34M | 10.51% | 1 |
|
|
2019
Q3 | $58.3M | Hold |
149,585
| – | – | 12.11% | 1 |
|
|
2019
Q2 | $56.6M | Sell |
149,585
-20,325
| -12% | -$7.69M | 12.07% | 1 |
|
|
2019
Q1 | $63.1M | Sell |
169,910
-6,500
| -4% | -$2.41M | 12.33% | 1 |
|
|
2018
Q4 | $57.9M | Sell |
176,410
-3,200
| -2% | -$1.05M | 12.32% | 1 |
|
|
2018
Q3 | $64.1M | Sell |
179,610
-6,509
| -3% | -$2.32M | 12.41% | 1 |
|
|
2018
Q2 | $66.3M | Buy |
186,119
+150
| +0.1% | +$53.4K | 13.2% | 1 |
|
|
2018
Q1 | $64.2M | Hold |
185,969
| – | – | 13.4% | 1 |
|
|
2017
Q4 | $70.3M | Sell |
185,969
-2,401
| -1% | -$907K | 15.23% | 1 |
|
|
2017
Q3 | $70.6M | Sell |
188,370
-3,000
| -2% | -$1.12M | 15.78% | 1 |
|
|
2017
Q2 | $70.1M | Sell |
191,370
-200
| -0.1% | -$73.2K | 16% | 1 |
|
|
2017
Q1 | $72.9M | Hold |
191,570
| – | – | 17.47% | 1 |
|
|
2016
Q4 | $70.8M | Sell |
191,570
-1,545
| -0.8% | -$571K | 18.49% | 1 |
|
|
2016
Q3 | $62.6M | Sell |
193,115
-250
| -0.1% | -$81K | 16.91% | 1 |
|
|
2016
Q2 | $72.4M | Sell |
193,365
-200
| -0.1% | -$74.9K | 18.52% | 1 |
|
|
2016
Q1 | $69.2M | Hold |
193,565
| – | – | 19.29% | 1 |
|
|
2015
Q4 | $75.4M | Sell |
193,565
-27,300
| -12% | -$10.6M | 20.46% | 1 |
|
|
2015
Q3 | $86.9M | Sell |
220,865
-22,000
| -9% | -$8.66M | 22.35% | 1 |
|
|
2015
Q2 | $79.4M | Hold |
242,865
| – | – | 20.53% | 1 |
|
|
2015
Q1 | $78.9M | Hold |
242,865
| – | – | 20.02% | 1 |
|
|
2014
Q4 | $69M | Hold |
242,865
| – | – | 19.08% | 1 |
|
|
2014
Q3 | $62.4M | Hold |
242,865
| – | – | 17.38% | 1 |
|
|
2014
Q2 | $70.6M | Sell |
242,865
-6,335
| -3% | -$1.84M | 16.27% | 1 |
|
|
2014
Q1 | $57.8M | Sell |
249,200
-200
| -0.1% | -$46.4K | 15.53% | 1 |
|
|
2013
Q4 | $59.1M | Sell |
249,400
-200
| -0.1% | -$47.4K | 16.81% | 1 |
|
|
2013
Q3 | $40.4M | Hold |
249,600
| – | – | 13.21% | 1 |
|
|
2013
Q2 | $40.4M | Buy |
+249,600
| New | +$40.4M | 13.52% | 1 |
|