Empirical Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,090
Closed -$297K 544
2021
Q4
$297K Sell
4,090
-1,850
-31% -$134K 0.01% 425
2021
Q3
$384K Buy
+5,940
New +$384K 0.02% 343