Creative Planning’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 | $550K | Buy |
+9,090
| New | +$550K | ﹤0.01% | 2377 |
|
|
2022
Q4 | – | Sell |
-7,570
| Closed | -$386K | – | 2478 |
|
|
2022
Q3 | $386K | Buy |
7,570
+1,920
| +34% | +$97.9K | ﹤0.01% | 1482 |
|
|
2022
Q2 | $270K | Buy |
5,650
+330
| +6% | +$15.8K | ﹤0.01% | 1684 |
|
|
2022
Q1 | $318K | Hold |
5,320
| – | – | ﹤0.01% | 1600 |
|
|
2021
Q4 | $386K | Sell |
5,320
-3,600
| -40% | -$261K | ﹤0.01% | 1465 |
|
|
2021
Q3 | $576K | Hold |
8,920
| – | – | ﹤0.01% | 1217 |
|
|
2021
Q2 | $526K | Hold |
8,920
| – | – | ﹤0.01% | 1250 |
|
|
2021
Q1 | $546K | Hold |
8,920
| – | – | ﹤0.01% | 1353 |
|
|
2020
Q4 | $405K | Sell |
8,920
-1,500
| -14% | -$68.1K | ﹤0.01% | 1413 |
|
|
2020
Q3 | $371K | Hold |
10,420
| – | – | ﹤0.01% | 1267 |
|
|
2020
Q2 | $315K | Sell |
10,420
-10
| -0.1% | -$302 | ﹤0.01% | 1255 |
|
|
2020
Q1 | $303K | Sell |
10,430
-760
| -7% | -$22.1K | ﹤0.01% | 1168 |
|
|
2019
Q4 | $421K | Sell |
11,190
-840
| -7% | -$31.6K | ﹤0.01% | 1199 |
|
|
2019
Q3 | $469K | Sell |
12,030
-780
| -6% | -$30.4K | ﹤0.01% | 1099 |
|
|
2019
Q2 | $485K | Buy |
12,810
+10
| +0.1% | +$379 | ﹤0.01% | 1091 |
|
|
2019
Q1 | $475K | Hold |
12,800
| – | – | ﹤0.01% | 1047 |
|
|
2018
Q4 | $420K | Buy |
12,800
+270
| +2% | +$8.86K | ﹤0.01% | 1044 |
|
|
2018
Q3 | $447K | Sell |
12,530
-240
| -2% | -$8.56K | ﹤0.01% | 1134 |
|
|
2018
Q2 | $455K | Hold |
12,770
| – | – | ﹤0.01% | 1110 |
|
|
2018
Q1 | $441K | Hold |
12,770
| – | – | ﹤0.01% | 1132 |
|
|
2017
Q4 | $483K | Sell |
12,770
-360
| -3% | -$13.6K | ﹤0.01% | 1088 |
|
|
2017
Q3 | $492K | Buy |
13,130
+110
| +0.8% | +$4.12K | ﹤0.01% | 1060 |
|
|
2017
Q2 | $477K | Hold |
13,020
| – | – | ﹤0.01% | 1028 |
|
|
2017
Q1 | $496K | Sell |
13,020
-550
| -4% | -$21K | ﹤0.01% | 992 |
|
|
2016
Q4 | $501K | Sell |
13,570
-1,870
| -12% | -$69K | ﹤0.01% | 917 |
|
|
2016
Q3 | $501K | Sell |
15,440
-12,910
| -46% | -$419K | ﹤0.01% | 886 |
|
|
2016
Q2 | $1.06M | Buy |
28,350
+60
| +0.2% | +$2.25K | 0.01% | 507 |
|
|
2016
Q1 | $1.01M | Buy |
28,290
+1,590
| +6% | +$56.8K | 0.01% | 506 |
|
|
2015
Q4 | $1.04M | Sell |
26,700
-4,500
| -14% | -$175K | 0.01% | 492 |
|
|
2015
Q3 | $1.23M | Buy |
+31,200
| New | +$1.23M | 0.01% | 423 |
|
|
2015
Q2 | – | Sell |
-25,200
| Closed | -$833K | – | 2778 |
|
|
2015
Q1 | $833K | Buy |
25,200
+24,710
| +5,043% | +$817K | 0.01% | 526 |
|
|
2014
Q4 | $14K | Sell |
490
-300
| -38% | -$8.57K | ﹤0.01% | 2887 |
|
|
2014
Q3 | $21K | Buy |
790
+300
| +61% | +$7.98K | ﹤0.01% | 2497 |
|
|
2014
Q2 | $14K | Sell |
490
-15,000
| -97% | -$429K | ﹤0.01% | 2663 |
|
|
2014
Q1 | $360K | Buy |
15,490
+15,000
| +3,061% | +$349K | 0.01% | 753 |
|
|
2013
Q4 | $12K | Hold |
490
| – | – | ﹤0.01% | 2486 |
|
|
2013
Q3 | $9K | Hold |
490
| – | – | ﹤0.01% | 2510 |
|
|
2013
Q2 | $8K | Buy |
+490
| New | +$8K | ﹤0.01% | 2371 |
|