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 |
|