Charles Schwab’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-44,904
| Closed | -$2.77M | – | 3597 |
|
|
2024
Q2 | $2.77M | Sell |
44,904
-6,493
| -13% | -$423K | ﹤0.01% | 2588 |
|
|
2024
Q1 | $3.47M | Buy |
51,397
+973
| +2% | +$64.3K | ﹤0.01% | 2422 |
|
|
2023
Q4 | $3.62M | Buy |
50,424
+1,742
| +4% | +$98.8K | ﹤0.01% | 2445 |
|
|
2023
Q3 | $2.66M | Sell |
48,682
-9,131
| -16% | -$530K | ﹤0.01% | 2515 |
|
|
2023
Q2 | $3.2M | Sell |
57,813
-1
| -0% | -$59 | ﹤0.01% | 2404 |
|
|
2023
Q1 | $3.45M | Sell |
57,814
-27,655
| -32% | -$1.74M | ﹤0.01% | 2361 |
|
|
2022
Q4 | $5.14M | Sell |
85,469
-738,741
| -90% | -$42.5M | ﹤0.01% | 2204 |
|
|
2022
Q3 | $42M | Buy |
824,210
+26,000
| +3% | +$1.36M | 0.02% | 867 |
|
|
2022
Q2 | $38.2M | Buy |
798,210
+46,280
| +6% | +$2.39M | 0.01% | 932 |
|
|
2022
Q1 | $44.9M | Buy |
751,930
+24,980
| +3% | +$1.54M | 0.01% | 941 |
|
|
2021
Q4 | $52.8M | Buy |
726,950
+1,370
| +0.2% | +$98.6K | 0.02% | 854 |
|
|
2021
Q3 | $46.9M | Buy |
725,580
+50,560
| +7% | +$3.17M | 0.02% | 918 |
|
|
2021
Q2 | $39.8M | Buy |
675,020
+14,350
| +2% | +$841K | 0.01% | 1036 |
|
|
2021
Q1 | $40.5M | Sell |
660,670
-16,780
| -2% | -$893K | 0.01% | 974 |
|
|
2020
Q4 | $30.8M | Buy |
677,450
+14,030
| +2% | +$559K | 0.01% | 1083 |
|
|
2020
Q3 | $23.6M | Buy |
663,420
+48,460
| +8% | +$1.65M | 0.01% | 1087 |
|
|
2020
Q2 | $18.6M | Sell |
614,960
-29,210
| -5% | -$856K | 0.01% | 1235 |
|
|
2020
Q1 | $18.7M | Buy |
644,170
+56,410
| +10% | +$1.9M | 0.01% | 1059 |
|
|
2019
Q4 | $22.1M | Buy |
587,760
+16,040
| +3% | +$609K | 0.01% | 1132 |
|
|
2019
Q3 | $22.3M | Buy |
571,720
+38,880
| +7% | +$1.44M | 0.01% | 1068 |
|
|
2019
Q2 | $20.2M | Buy |
532,840
+2,680
| +0.5% | +$102K | 0.01% | 1129 |
|
|
2019
Q1 | $19.7M | Buy |
530,160
+59,590
| +13% | +$2.17M | 0.01% | 1121 |
|
|
2018
Q4 | $15.4M | Buy |
470,570
+19,610
| +4% | +$663K | 0.01% | 1153 |
|
|
2018
Q3 | $16.1M | Buy |
450,960
+77,360
| +21% | +$2.86M | 0.01% | 1303 |
|
|
2018
Q2 | $13.3M | Buy |
373,600
+62,480
| +20% | +$2.17M | 0.01% | 1397 |
|
|
2018
Q1 | $10.7M | Buy |
311,120
+20,000
| +7% | +$711K | 0.01% | 1441 |
|
|
2017
Q4 | $11M | Buy |
291,120
+6,090
| +2% | +$228K | 0.01% | 1406 |
|
|
2017
Q3 | $10.7M | Buy |
285,030
+38,150
| +15% | +$1.43M | 0.01% | 1380 |
|
|
2017
Q2 | $9.04M | Buy |
246,880
+31,360
| +15% | +$1.14M | 0.01% | 1426 |
|
|
2017
Q1 | $8.22M | Buy |
215,520
+12,750
| +6% | +$479K | 0.01% | 1445 |
|
|
2016
Q4 | $7.5M | Buy |
202,770
+15,160
| +8% | +$520K | 0.01% | 1463 |
|
|
2016
Q3 | $6.08M | Sell |
187,610
-4,450
| -2% | -$159K | 0.01% | 1521 |
|
|
2016
Q2 | $7.19M | Buy |
192,060
+10,840
| +6% | +$392K | 0.01% | 1306 |
|
|
2016
Q1 | $6.48M | Buy |
181,220
+9,390
| +5% | +$327K | 0.01% | 1346 |
|
|
2015
Q4 | $6.69M | Buy |
171,830
+11,330
| +7% | +$458K | 0.01% | 1317 |
|
|
2015
Q3 | $6.32M | Sell |
160,500
-35,690
| -18% | -$1.3M | 0.01% | 1317 |
|
|
2015
Q2 | $6.41M | Buy |
196,190
+17,670
| +10% | +$577K | 0.01% | 1383 |
|
|
2015
Q1 | $5.9M | Buy |
178,520
+16,450
| +10% | +$509K | 0.01% | 1393 |
|
|
2014
Q4 | $4.61M | Sell |
162,070
-100,010
| -38% | -$2.71M | 0.01% | 1510 |
|
|
2014
Q3 | $6.86M | Sell |
262,080
-32,540
| -11% | -$900K | 0.01% | 1108 |
|
|
2014
Q2 | $8.57M | Sell |
294,620
-116,050
| -28% | -$3.07M | 0.01% | 960 |
|
|
2014
Q1 | $9.53M | Buy |
410,670
+7,600
| +2% | +$176K | 0.02% | 839 |
|
|
2013
Q4 | $9.59M | Sell |
403,070
-7,550
| -2% | -$162K | 0.02% | 751 |
|
|
2013
Q3 | $7.7M | Buy |
410,620
+55,400
| +16% | +$956K | 0.02% | 807 |
|
|
2013
Q2 | $5.95M | Buy |
+355,220
| New | +$5.9M | 0.01% | 906 |
|
Other funds holding UHAL
SI
SCA
SCM
TFM
YAM
