Corient Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
3,624
-6,364
| -64% | -$385K | ﹤0.01% | 2270 |
|
|
2025
Q1 | $632K | Buy |
9,988
+257
| +3% | +$16.3K | ﹤0.01% | 1486 |
|
|
2024
Q4 | $649K | Sell |
9,731
-2,599
| -21% | -$173K | ﹤0.01% | 1491 |
|
|
2024
Q3 | $917K | Buy |
12,330
+4,153
| +51% | +$309K | ﹤0.01% | 1415 |
|
|
2024
Q2 | $500K | Buy |
+8,177
| New | +$500K | ﹤0.01% | 1634 |
|