Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9K | Sell |
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|
2025
Q2 | $22K | Sell |
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|
2025
Q1 | $38K | Buy |
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|
2024
Q4 | $26K | Buy |
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|
2024
Q3 | $24K | Sell |
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|
2024
Q2 | $21K | Buy |
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|
2024
Q1 | $9K | Buy |
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|
2023
Q4 | $9K | Sell |
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|
2023
Q3 | $8K | Hold |
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|
2023
Q2 | $8K | Sell |
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|
2023
Q1 | $10K | Buy |
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|
2022
Q4 | $8K | Sell |
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|
2022
Q3 | $61K | Sell |
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|
2022
Q2 | $60K | Buy |
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|
2022
Q1 | $5K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1K | Buy |
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