FCH
Freestone Capital Holdings’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-27
| Closed | -$12.3K | – | 1081 |
|
|
2020
Q4 | $12.3K | Hold |
27
| – | – | ﹤0.01% | 814 |
|
|
2020
Q3 | $9.61K | Buy |
+27
| New | +$9.61K | ﹤0.01% | 751 |
|
|
2017
Q3 | – | Sell |
-552
| Closed | -$202K | – | 340 |
|
|
2017
Q2 | $202K | Sell |
552
-49,268
| -99% | -$18M | 0.02% | 307 |
|
|
2017
Q1 | $19M | Buy |
49,820
+288
| +0.6% | +$110K | 1.46% | 24 |
|
|
2016
Q4 | $18.3M | Buy |
49,532
+2,220
| +5% | +$820K | 1.57% | 23 |
|
|
2016
Q3 | $15.3M | Sell |
47,312
-3,835
| -7% | -$1.24M | 1.4% | 23 |
|
|
2016
Q2 | $19.2M | Buy |
51,147
+1,303
| +3% | +$488K | 1.87% | 14 |
|
|
2016
Q1 | $17.8M | Sell |
49,844
-3,630
| -7% | -$1.3M | 1.87% | 21 |
|
|
2015
Q4 | $20.8M | Buy |
53,474
+745
| +1% | +$290K | 2.16% | 8 |
|
|
2015
Q3 | $20.7M | Sell |
52,729
-867
| -2% | -$341K | 2.25% | 7 |
|
|
2015
Q2 | $17.5M | Sell |
53,596
-1,709
| -3% | -$559K | 2.79% | 11 |
|
|
2015
Q1 | $18.3M | Buy |
55,305
+51,467
| +1,341% | +$17M | 2.88% | 16 |
|
|
2014
Q4 | $1.09M | Buy |
+3,838
| New | +$1.09M | 0.18% | 70 |
|