DIS
Diversified Investment Strategies’s U-Haul Holding Co UHAL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $488K | Sell |
8,054
-75
| -0.9% | -$4.54K | 0.33% | 37 |
|
2025
Q1 | $531K | Sell |
8,129
-385
| -5% | -$25.2K | 0.36% | 34 |
|
2024
Q4 | $588K | Buy |
8,514
+50
| +0.6% | +$3.45K | 0.38% | 30 |
|
2024
Q3 | $656K | Sell |
8,464
-95
| -1% | -$7.36K | 0.43% | 29 |
|
2024
Q2 | $528K | Sell |
8,559
-310
| -3% | -$19.1K | 0.37% | 33 |
|
2024
Q1 | $599K | Sell |
8,869
-85
| -0.9% | -$5.74K | 0.4% | 27 |
|
2023
Q4 | $643K | Sell |
8,954
-375
| -4% | -$26.9K | 0.47% | 27 |
|
2023
Q3 | $493K | Hold |
9,329
| – | – | 0.37% | 29 |
|
2023
Q2 | $516K | Sell |
9,329
-60
| -0.6% | -$3.32K | 0.38% | 31 |
|
2023
Q1 | $560K | Sell |
9,389
-72
| -0.8% | -$4.3K | 0.4% | 29 |
|
2022
Q4 | $569K | Buy |
9,461
+5,226
| +123% | +$315K | 0.44% | 27 |
|
2022
Q3 | $2.31M | Sell |
4,235
-151
| -3% | -$82.3K | 1.9% | 17 |
|
2022
Q2 | $2.1M | Buy |
4,386
+685
| +19% | +$328K | 1.73% | 17 |
|
2022
Q1 | $2.21M | Buy |
3,701
+1,904
| +106% | +$1.14M | 1.51% | 17 |
|
2021
Q4 | $1.31M | Sell |
1,797
-6
| -0.3% | -$4.36K | 0.95% | 22 |
|
2021
Q3 | $1.17M | Buy |
1,803
+565
| +46% | +$365K | 0.86% | 22 |
|
2021
Q2 | $730K | Buy |
1,238
+2
| +0.2% | +$1.18K | 0.54% | 23 |
|
2021
Q1 | $757K | Sell |
1,236
-25
| -2% | -$15.3K | 0.59% | 25 |
|
2020
Q4 | $590K | Buy |
1,261
+1
| +0.1% | +$468 | 0.46% | 28 |
|
2020
Q3 | $449K | Buy |
1,260
+305
| +32% | +$109K | 0.47% | 26 |
|
2020
Q2 | $289K | Buy |
955
+240
| +34% | +$72.6K | 0.31% | 31 |
|
2020
Q1 | $208K | Buy |
715
+25
| +4% | +$7.27K | 0.28% | 31 |
|
2019
Q4 | $259K | Hold |
690
| – | – | 0.26% | 30 |
|
2019
Q3 | $269K | Hold |
690
| – | – | 0.28% | 28 |
|
2019
Q2 | $261K | Hold |
690
| – | – | 0.25% | 28 |
|
2019
Q1 | $256K | Buy |
+690
| New | +$256K | 0.24% | 29 |
|