Charles Schwab’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-44,904
| Closed | -$2.77M | – | 3597 |
|
|
2024
Q2 | $2.77M | Sell |
44,904
-6,493
| -13% | -$401K | ﹤0.01% | 2588 |
|
|
2024
Q1 | $3.47M | Buy |
51,397
+973
| +2% | +$65.7K | ﹤0.01% | 2421 |
|
|
2023
Q4 | $3.62M | Buy |
50,424
+1,742
| +4% | +$125K | ﹤0.01% | 2444 |
|
|
2023
Q3 | $2.66M | Sell |
48,682
-9,131
| -16% | -$498K | ﹤0.01% | 2514 |
|
|
2023
Q2 | $3.2M | Sell |
57,813
-1
| -0% | -$55 | ﹤0.01% | 2403 |
|
|
2023
Q1 | $3.45M | Sell |
57,814
-27,655
| -32% | -$1.65M | ﹤0.01% | 2360 |
|
|
2022
Q4 | $5.14M | Buy |
85,469
+3,048
| +4% | +$183K | ﹤0.01% | 2203 |
|
|
2022
Q3 | $42M | Buy |
82,421
+2,600
| +3% | +$1.32M | 0.02% | 867 |
|
|
2022
Q2 | $38.2M | Buy |
79,821
+4,628
| +6% | +$2.21M | 0.01% | 932 |
|
|
2022
Q1 | $44.9M | Buy |
75,193
+2,498
| +3% | +$1.49M | 0.01% | 941 |
|
|
2021
Q4 | $52.8M | Buy |
72,695
+137
| +0.2% | +$99.5K | 0.02% | 854 |
|
|
2021
Q3 | $46.9M | Buy |
72,558
+5,056
| +7% | +$3.27M | 0.02% | 918 |
|
|
2021
Q2 | $39.8M | Buy |
67,502
+1,435
| +2% | +$846K | 0.01% | 1036 |
|
|
2021
Q1 | $40.5M | Sell |
66,067
-1,678
| -2% | -$1.03M | 0.01% | 974 |
|
|
2020
Q4 | $30.8M | Buy |
67,745
+1,403
| +2% | +$637K | 0.01% | 1083 |
|
|
2020
Q3 | $23.6M | Buy |
66,342
+4,846
| +8% | +$1.73M | 0.01% | 1087 |
|
|
2020
Q2 | $18.6M | Sell |
61,496
-2,921
| -5% | -$883K | 0.01% | 1234 |
|
|
2020
Q1 | $18.7M | Buy |
64,417
+5,641
| +10% | +$1.64M | 0.01% | 1058 |
|
|
2019
Q4 | $22.1M | Buy |
58,776
+1,604
| +3% | +$603K | 0.01% | 1132 |
|
|
2019
Q3 | $22.3M | Buy |
57,172
+3,888
| +7% | +$1.52M | 0.01% | 1067 |
|
|
2019
Q2 | $20.2M | Buy |
53,284
+268
| +0.5% | +$101K | 0.01% | 1128 |
|
|
2019
Q1 | $19.7M | Buy |
53,016
+5,959
| +13% | +$2.21M | 0.01% | 1120 |
|
|
2018
Q4 | $15.4M | Buy |
47,057
+1,961
| +4% | +$643K | 0.01% | 1152 |
|
|
2018
Q3 | $16.1M | Buy |
45,096
+7,736
| +21% | +$2.76M | 0.01% | 1302 |
|
|
2018
Q2 | $13.3M | Buy |
37,360
+6,248
| +20% | +$2.23M | 0.01% | 1396 |
|
|
2018
Q1 | $10.7M | Buy |
31,112
+2,000
| +7% | +$690K | 0.01% | 1440 |
|
|
2017
Q4 | $11M | Buy |
29,112
+609
| +2% | +$230K | 0.01% | 1405 |
|
|
2017
Q3 | $10.7M | Buy |
28,503
+3,815
| +15% | +$1.43M | 0.01% | 1379 |
|
|
2017
Q2 | $9.04M | Buy |
24,688
+3,136
| +15% | +$1.15M | 0.01% | 1425 |
|
|
2017
Q1 | $8.22M | Buy |
21,552
+1,275
| +6% | +$486K | 0.01% | 1444 |
|
|
2016
Q4 | $7.5M | Buy |
20,277
+1,516
| +8% | +$560K | 0.01% | 1462 |
|
|
2016
Q3 | $6.08M | Sell |
18,761
-445
| -2% | -$144K | 0.01% | 1520 |
|
|
2016
Q2 | $7.19M | Buy |
19,206
+1,084
| +6% | +$406K | 0.01% | 1305 |
|
|
2016
Q1 | $6.48M | Buy |
18,122
+939
| +5% | +$336K | 0.01% | 1345 |
|
|
2015
Q4 | $6.69M | Buy |
17,183
+1,133
| +7% | +$441K | 0.01% | 1317 |
|
|
2015
Q3 | $6.32M | Sell |
16,050
-3,569
| -18% | -$1.4M | 0.01% | 1317 |
|
|
2015
Q2 | $6.41M | Buy |
19,619
+1,767
| +10% | +$578K | 0.01% | 1383 |
|
|
2015
Q1 | $5.9M | Buy |
17,852
+1,645
| +10% | +$544K | 0.01% | 1393 |
|
|
2014
Q4 | $4.61M | Sell |
16,207
-10,001
| -38% | -$2.84M | 0.01% | 1510 |
|
|
2014
Q3 | $6.86M | Sell |
26,208
-3,254
| -11% | -$852K | 0.01% | 1108 |
|
|
2014
Q2 | $8.57M | Sell |
29,462
-11,605
| -28% | -$3.37M | 0.01% | 960 |
|
|
2014
Q1 | $9.53M | Buy |
41,067
+760
| +2% | +$176K | 0.02% | 839 |
|
|
2013
Q4 | $9.59M | Sell |
40,307
-755
| -2% | -$180K | 0.02% | 751 |
|
|
2013
Q3 | $7.7M | Buy |
41,062
+5,540
| +16% | +$1.04M | 0.02% | 807 |
|
|
2013
Q2 | $5.95M | Buy |
+35,522
| New | +$5.95M | 0.01% | 906 |
|