Burney 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,200
| Closed | -$214K | – | 571 |
|
|
2022
Q3 | $214K | Hold |
4,200
| – | – | 0.01% | 523 |
|
|
2022
Q2 | $201K | Hold |
4,200
| – | – | 0.01% | 527 |
|
|
2022
Q1 | $251K | Hold |
4,200
| – | – | 0.01% | 524 |
|
|
2021
Q4 | $305K | Hold |
4,200
| – | – | 0.01% | 492 |
|
|
2021
Q3 | $271K | Hold |
4,200
| – | – | 0.01% | 497 |
|
|
2021
Q2 | $248K | Hold |
4,200
| – | – | 0.01% | 531 |
|
|
2021
Q1 | $257K | Sell |
4,200
-450
| -10% | -$27.5K | 0.01% | 505 |
|
|
2020
Q4 | $211K | Buy |
+4,650
| New | +$211K | 0.01% | 502 |
|
|
2020
Q1 | – | Sell |
-6,310
| Closed | -$237K | – | 471 |
|
|
2019
Q4 | $237K | Hold |
6,310
| – | – | 0.01% | 432 |
|
|
2019
Q3 | $246K | Hold |
6,310
| – | – | 0.01% | 404 |
|
|
2019
Q2 | $239K | Sell |
6,310
-900
| -12% | -$34.1K | 0.01% | 415 |
|
|
2019
Q1 | $268K | Sell |
7,210
-3,380
| -32% | -$126K | 0.02% | 398 |
|
|
2018
Q4 | $347K | Sell |
10,590
-200
| -2% | -$6.55K | 0.02% | 353 |
|
|
2018
Q3 | $385K | Sell |
10,790
-900
| -8% | -$32.1K | 0.02% | 353 |
|
|
2018
Q2 | $416K | Sell |
11,690
-300
| -3% | -$10.7K | 0.02% | 338 |
|
|
2018
Q1 | $414K | Sell |
11,990
-820
| -6% | -$28.3K | 0.03% | 314 |
|
|
2017
Q4 | $484K | Sell |
12,810
-1,250
| -9% | -$47.2K | 0.03% | 300 |
|
|
2017
Q3 | $518K | Sell |
14,060
-3,150
| -18% | -$116K | 0.03% | 277 |
|
|
2017
Q2 | $609K | Sell |
17,210
-5,730
| -25% | -$203K | 0.04% | 259 |
|
|
2017
Q1 | $874K | Sell |
22,940
-3,240
| -12% | -$123K | 0.06% | 228 |
|
|
2016
Q4 | $968K | Sell |
26,180
-970
| -4% | -$35.9K | 0.07% | 210 |
|
|
2016
Q3 | $888K | Sell |
27,150
-25,070
| -48% | -$820K | 0.06% | 210 |
|
|
2016
Q2 | $1.96M | Sell |
52,220
-1,570
| -3% | -$58.8K | 0.14% | 153 |
|
|
2016
Q1 | $1.92M | Sell |
53,790
-5,290
| -9% | -$189K | 0.14% | 156 |
|
|
2015
Q4 | $2.29M | Sell |
59,080
-3,960
| -6% | -$154K | 0.17% | 138 |
|
|
2015
Q3 | $2.48M | Sell |
63,040
-3,280
| -5% | -$129K | 0.19% | 134 |
|
|
2015
Q2 | $2.17M | Sell |
66,320
-4,020
| -6% | -$131K | 0.15% | 146 |
|
|
2015
Q1 | $2.32M | Sell |
70,340
-2,820
| -4% | -$93.2K | 0.16% | 143 |
|
|
2014
Q4 | $2.08M | Sell |
73,160
-3,730
| -5% | -$106K | 0.16% | 144 |
|
|
2014
Q3 | $2.01M | Sell |
76,890
-2,230
| -3% | -$58.4K | 0.17% | 140 |
|
|
2014
Q2 | $2.3M | Buy |
79,120
+2,360
| +3% | +$68.6K | 0.2% | 134 |
|
|
2014
Q1 | $1.78M | Sell |
76,760
-7,430
| -9% | -$172K | 0.16% | 145 |
|
|
2013
Q4 | $2M | Buy |
84,190
+14,760
| +21% | +$351K | 0.19% | 136 |
|
|
2013
Q3 | $1.28M | Buy |
69,430
+6,830
| +11% | +$126K | 0.14% | 171 |
|
|
2013
Q2 | $1.01M | Buy |
+62,600
| New | +$1.01M | 0.13% | 181 |
|