Ethic Inc’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
2023
Q3
Sell
-5,777
Closed -$313K 1064
2023
Q2
$313K Sell
5,777
-1,761
-23% -$95.3K 0.01% 779
2023
Q1
$439K Buy
7,538
+1,441
+24% +$84K 0.02% 682
2022
Q4
$367K Sell
6,097
-12,883
-68% -$775K 0.02% 667
2022
Q3
$967K Buy
18,980
+8,450
+80% +$431K 0.07% 338
2022
Q2
$504K Buy
10,530
+2,140
+26% +$102K 0.04% 469
2022
Q1
$501K Buy
+8,390
New +$501K 0.03% 464