CBIZ Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-500
| Closed | -$30.9K | – | 432 |
|
|
2024
Q2 | $30.9K | Hold |
500
| – | – | ﹤0.01% | 127 |
|
|
2024
Q1 | $33.8K | Buy |
+500
| New | +$33.8K | ﹤0.01% | 119 |
|
|
2022
Q3 | – | Sell |
-5,000
| Closed | -$239K | – | 34 |
|
|
2022
Q2 | $239K | Hold |
5,000
| – | – | 0.02% | 32 |
|
|
2022
Q1 | $298K | Hold |
5,000
| – | – | 0.02% | 20 |
|
|
2021
Q4 | $363K | Buy |
+5,000
| New | +$363K | 0.03% | 31 |
|
|
2021
Q3 | – | Hold |
0
| – | -$295K | – | 33 |
|
|
2021
Q2 | – | Hold |
0
| – | -$306K | – | 37 |
|
|
2021
Q1 | – | Hold |
0
| – | -$227K | – | 34 |
|
|
2020
Q4 | – | Hold |
0
| – | -$178K | – | 31 |
|
|
2020
Q3 | – | Hold |
0
| – | -$151K | – | 33 |
|
|
2020
Q2 | – | Hold |
0
| – | -$145K | – | 39 |
|
|
2020
Q1 | – | Hold |
0
| – | -$188K | – | 39 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 45 |
|