Commonwealth Equity Services
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Commonwealth Equity Services’s U-Haul Holding Co UHAL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$389K Sell
6,421
-1,927
-23% -$117K ﹤0.01% 3368
2025
Q1
$546K Buy
8,348
+379
+5% +$24.8K ﹤0.01% 2956
2024
Q4
$551K Sell
7,969
-285
-3% -$19.7K ﹤0.01% 2884
2024
Q3
$640K Buy
8,254
+1,842
+29% +$143K ﹤0.01% 2700
2024
Q2
$396K Sell
6,412
-625
-9% -$38.6K ﹤0.01% 3046
2024
Q1
$475K Buy
7,037
+94
+1% +$6.35K ﹤0.01% 2861
2023
Q4
$499K Buy
+6,943
New +$499K ﹤0.01% 2708
2023
Q3
Sell
-6,309
Closed -$349K 3937
2023
Q2
$349K Buy
+6,309
New +$349K ﹤0.01% 2917
2022
Q4
Sell
-2,150
Closed -$1.1M 3802
2022
Q3
$1.1M Buy
2,150
+385
+22% +$196K ﹤0.01% 1833
2022
Q2
$844K Sell
1,765
-69
-4% -$33K ﹤0.01% 2030
2022
Q1
$1.1M Sell
1,834
-6
-0.3% -$3.58K ﹤0.01% 1925
2021
Q4
$1.34M Buy
1,840
+41
+2% +$29.8K ﹤0.01% 1782
2021
Q3
$1.16M Sell
1,799
-29
-2% -$18.7K ﹤0.01% 1808
2021
Q2
$1.08M Sell
1,828
-53
-3% -$31.2K ﹤0.01% 1857
2021
Q1
$1.15M Buy
1,881
+768
+69% +$470K ﹤0.01% 1702
2020
Q4
$505K Buy
1,113
+83
+8% +$37.7K ﹤0.01% 2143
2020
Q3
$366K Buy
1,030
+235
+30% +$83.5K ﹤0.01% 2205
2020
Q2
$240K Buy
795
+15
+2% +$4.53K ﹤0.01% 2452
2020
Q1
$226K Buy
780
+208
+36% +$60.3K ﹤0.01% 2285
2019
Q4
$215K Buy
+572
New +$215K ﹤0.01% 2566
2017
Q3
Sell
-865
Closed -$317K 2615
2017
Q2
$317K Hold
865
﹤0.01% 1881
2017
Q1
$330K Buy
865
+35
+4% +$13.4K ﹤0.01% 1786
2016
Q4
$307K Sell
830
-16
-2% -$5.92K ﹤0.01% 1760
2016
Q3
$274K Sell
846
-175
-17% -$56.7K ﹤0.01% 1779
2016
Q2
$382K Buy
1,021
+167
+20% +$62.5K ﹤0.01% 1520
2016
Q1
$305K Buy
854
+60
+8% +$21.4K ﹤0.01% 1625
2015
Q4
$309K Buy
794
+141
+22% +$54.9K ﹤0.01% 1587
2015
Q3
$257K Sell
653
-140
-18% -$55.1K ﹤0.01% 1659
2015
Q2
$259K Buy
+793
New +$259K ﹤0.01% 1739