Financial Counselors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,160
| Closed | -$821K | – | 586 |
|
|
2024
Q1 | $821K | Sell |
12,160
-150
| -1% | -$10.1K | 0.01% | 350 |
|
|
2023
Q4 | $884K | Sell |
12,310
-440
| -3% | -$31.6K | 0.02% | 341 |
|
|
2023
Q3 | $696K | Sell |
12,750
-490
| -4% | -$26.7K | 0.01% | 353 |
|
|
2023
Q2 | $732K | Sell |
13,240
-2,105
| -14% | -$116K | 0.01% | 323 |
|
|
2023
Q1 | $915K | Buy |
15,345
+200
| +1% | +$11.9K | 0.02% | 307 |
|
|
2022
Q4 | $912K | Sell |
15,145
-136,495
| -90% | -$8.22M | 0.02% | 308 |
|
|
2022
Q3 | $7.72M | Buy |
151,640
+2,130
| +1% | +$108K | 0.19% | 133 |
|
|
2022
Q2 | $7.15M | Buy |
149,510
+3,450
| +2% | +$165K | 0.17% | 144 |
|
|
2022
Q1 | $8.72M | Buy |
146,060
+2,700
| +2% | +$161K | 0.18% | 137 |
|
|
2021
Q4 | $10.4M | Sell |
143,360
-8,820
| -6% | -$641K | 0.21% | 129 |
|
|
2021
Q3 | $9.83M | Buy |
152,180
+1,870
| +1% | +$121K | 0.21% | 128 |
|
|
2021
Q2 | $8.86M | Buy |
150,310
+1,850
| +1% | +$109K | 0.19% | 135 |
|
|
2021
Q1 | $9.1M | Buy |
148,460
+5,170
| +4% | +$317K | 0.21% | 130 |
|
|
2020
Q4 | $6.51M | Buy |
143,290
+5,470
| +4% | +$248K | 0.16% | 149 |
|
|
2020
Q3 | $4.91M | Buy |
137,820
+1,430
| +1% | +$50.9K | 0.14% | 154 |
|
|
2020
Q2 | $4.12M | Buy |
136,390
+2,040
| +2% | +$61.7K | 0.13% | 164 |
|
|
2020
Q1 | $3.9M | Buy |
134,350
+830
| +0.6% | +$24.1K | 0.17% | 139 |
|
|
2019
Q4 | $5.02M | Buy |
133,520
+44,080
| +49% | +$1.66M | 0.18% | 146 |
|
|
2019
Q3 | $3.49M | Buy |
89,440
+1,390
| +2% | +$54.2K | 0.14% | 160 |
|
|
2019
Q2 | $3.33M | Buy |
88,050
+5,920
| +7% | +$224K | 0.14% | 163 |
|
|
2019
Q1 | $3.05M | Buy |
82,130
+7,420
| +10% | +$276K | 0.13% | 173 |
|
|
2018
Q4 | $2.45M | Buy |
74,710
+950
| +1% | +$31.2K | 0.12% | 181 |
|
|
2018
Q3 | $2.63M | Buy |
73,760
+560
| +0.8% | +$20K | 0.12% | 186 |
|
|
2018
Q2 | $2.61M | Buy |
73,200
+43,320
| +145% | +$1.54M | 0.12% | 182 |
|
|
2018
Q1 | $1.03M | Buy |
29,880
+10,560
| +55% | +$364K | 0.05% | 270 |
|
|
2017
Q4 | $730K | Buy |
+19,320
| New | +$730K | 0.03% | 303 |
|