Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $774K | Buy |
|
|||||
|
2025
Q2 | $550K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $386K | Buy |
|
|||||
|
2022
Q2 | $270K | Buy |
|
|||||
|
2022
Q1 | $318K | Hold |
|
|||||
|
2021
Q4 | $386K | Sell |
|
|||||
|
2021
Q3 | $576K | Hold |
|
|||||
|
2021
Q2 | $526K | Hold |
|
|||||
|
2021
Q1 | $546K | Hold |
|
|||||
|
2020
Q4 | $405K | Sell |
|
|||||
|
2020
Q3 | $371K | Hold |
|
|||||
|
2020
Q2 | $315K | Sell |
|
|||||
|
2020
Q1 | $303K | Sell |
|
|||||
|
2019
Q4 | $421K | Sell |
|
|||||
|
2019
Q3 | $469K | Sell |
|
|||||
|
2019
Q2 | $485K | Buy |
|
|||||
|
2019
Q1 | $475K | Hold |
|
|||||
|
2018
Q4 | $420K | Buy |
|
|||||
|
2018
Q3 | $447K | Sell |
|
|||||
|
2018
Q2 | $455K | Hold |
|
|||||
|
2018
Q1 | $441K | Hold |
|
|||||
|
2017
Q4 | $483K | Sell |
|
|||||
|
2017
Q3 | $492K | Buy |
|
|||||
|
2017
Q2 | $477K | Hold |
|
|||||
|
2017
Q1 | $496K | Sell |
|
|||||
|
2016
Q4 | $501K | Sell |
|
|||||
|
2016
Q3 | $501K | Sell |
|
|||||
|
2016
Q2 | $1.06M | Buy |
|
|||||
|
2016
Q1 | $1.01M | Buy |
|
|||||
|
2015
Q4 | $1.04M | Sell |
|
|||||
|
2015
Q3 | $1.23M | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $833K | Buy |
|
|||||
|
2014
Q4 | $14K | Sell |
|
|||||
|
2014
Q3 | $21K | Buy |
|
|||||
|
2014
Q2 | $14K | Sell |
|
|||||
|
2014
Q1 | $360K | Buy |
|
|||||
|
2013
Q4 | $12K | Hold |
|
|||||
|
2013
Q3 | $9K | Hold |
|
|||||
|
2013
Q2 | $8K | Buy |
|