Diversified Trust’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
Q1 | – | Sell |
-4,025
| Closed | -$278K | – | 1028 |
|
|
2024
Q4 | $278K | Hold |
4,025
| – | – | 0.01% | 763 |
|
|
2024
Q3 | $312K | Hold |
4,025
| – | – | 0.01% | 716 |
|
|
2024
Q2 | $248K | Buy |
+4,025
| New | +$248K | 0.01% | 729 |
|
|
2022
Q1 | – | Sell |
-8,770
| Closed | -$637K | – | 892 |
|
|
2021
Q4 | $637K | Buy |
8,770
+2,790
| +47% | +$203K | 0.02% | 375 |
|
|
2021
Q3 | $386K | Buy |
+5,980
| New | +$386K | 0.01% | 491 |
|
|
2021
Q2 | – | Sell |
-8,230
| Closed | -$504K | – | 895 |
|
|
2021
Q1 | $504K | Buy |
+8,230
| New | +$504K | 0.02% | 371 |
|
|
2015
Q4 | – | Sell |
-7,100
| Closed | -$279K | – | 427 |
|
|
2015
Q3 | $279K | Sell |
7,100
-21,000
| -75% | -$825K | 0.03% | 352 |
|
|
2015
Q2 | $919K | Buy |
28,100
+3,250
| +13% | +$106K | 0.09% | 222 |
|
|
2015
Q1 | $821K | Sell |
24,850
-850
| -3% | -$28.1K | 0.07% | 250 |
|
|
2014
Q4 | $731K | Buy |
+25,700
| New | +$731K | 0.07% | 270 |
|
|
2014
Q2 | $984K | Buy |
+33,850
| New | +$984K | 0.08% | 256 |
|
|
2013
Q4 | $1.14M | Sell |
47,850
-14,600
| -23% | -$347K | 0.12% | 176 |
|
|
2013
Q3 | $1.15M | Sell |
62,450
-7,500
| -11% | -$138K | 0.12% | 179 |
|
|
2013
Q2 | $1.13M | Buy |
+69,950
| New | +$1.13M | 0.13% | 154 |
|