Carson Wealth (CWM LLC)’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22K | Sell |
370
-219
| -37% | -$13K | ﹤0.01% | 3855 |
|
|
2025
Q1 | $38K | Buy |
589
+211
| +56% | +$13.6K | ﹤0.01% | 3209 |
|
|
2024
Q4 | $26K | Buy |
378
+74
| +24% | +$5.09K | ﹤0.01% | 3265 |
|
|
2024
Q3 | $24K | Sell |
304
-34
| -10% | -$2.68K | ﹤0.01% | 3252 |
|
|
2024
Q2 | $21K | Buy |
338
+199
| +143% | +$12.4K | ﹤0.01% | 3093 |
|
|
2024
Q1 | $9K | Buy |
139
+7
| +5% | +$453 | ﹤0.01% | 3421 |
|
|
2023
Q4 | $9K | Sell |
132
-20
| -13% | -$1.36K | ﹤0.01% | 3255 |
|
|
2023
Q3 | $8K | Hold |
152
| – | – | ﹤0.01% | 3270 |
|
|
2023
Q2 | $8K | Sell |
152
-17
| -10% | -$895 | ﹤0.01% | 3235 |
|
|
2023
Q1 | $10K | Buy |
169
+34
| +25% | +$2.01K | ﹤0.01% | 2968 |
|
|
2022
Q4 | $8K | Sell |
135
-1,055
| -89% | -$62.5K | ﹤0.01% | 2961 |
|
|
2022
Q3 | $61K | Sell |
1,190
-60
| -5% | -$3.08K | ﹤0.01% | 1572 |
|
|
2022
Q2 | $60K | Buy |
1,250
+1,170
| +1,463% | +$56.2K | ﹤0.01% | 1545 |
|
|
2022
Q1 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 2872 |
|
|
2019
Q1 | – | Sell |
-20
| Closed | -$1K | – | 3245 |
|
|
2018
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1996 |
|
|
2017
Q4 | – | Sell |
-20
| Closed | -$1K | – | 1584 |
|
|
2017
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1420 |
|