Glassman Wealth Services’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
Q1 | – | Sell |
-9
| Closed | -$646 | – | 1722 |
|
|
2023
Q4 | $646 | Sell |
9
-13
| -59% | -$933 | ﹤0.01% | 1662 |
|
|
2023
Q3 | $1.2K | Sell |
22
-3
| -12% | -$164 | ﹤0.01% | 1497 |
|
|
2023
Q2 | $1.38K | Buy |
25
+16
| +178% | +$885 | ﹤0.01% | 1354 |
|
|
2023
Q1 | $537 | Hold |
9
| – | – | ﹤0.01% | 1603 |
|
|
2022
Q4 | $542 | Sell |
9
-71
| -89% | -$4.28K | ﹤0.01% | 1610 |
|
|
2022
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 1087 |
|
|
2022
Q2 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 1098 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$1K | – | 1548 |
|
|
2020
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1004 |
|