IFWM
Institute for Wealth Management’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,008
| Closed | -$208K | – | 546 |
|
|
2024
Q4 | $208K | Sell |
3,008
-41
| -1% | -$2.83K | 0.03% | 476 |
|
|
2024
Q3 | $236K | Buy |
+3,049
| New | +$236K | 0.03% | 479 |
|
|
2024
Q1 | – | Sell |
-2,802
| Closed | -$201K | – | 522 |
|
|
2023
Q4 | $201K | Buy |
+2,802
| New | +$201K | 0.03% | 461 |
|
|
2022
Q4 | – | Sell |
-1,357
| Closed | -$691K | – | 466 |
|
|
2022
Q3 | $691K | Buy |
1,357
+7
| +0.5% | +$3.56K | 0.16% | 177 |
|
|
2022
Q2 | $646K | Buy |
1,350
+76
| +6% | +$36.4K | 0.13% | 199 |
|
|
2022
Q1 | $761K | Buy |
1,274
+15
| +1% | +$8.96K | 0.12% | 203 |
|
|
2021
Q4 | $914K | Buy |
1,259
+77
| +7% | +$55.9K | 0.15% | 172 |
|
|
2021
Q3 | $764K | Buy |
1,182
+286
| +32% | +$185K | 0.13% | 186 |
|
|
2021
Q2 | $528K | Hold |
896
| – | – | 0.09% | 264 |
|
|
2021
Q1 | $549K | Sell |
896
-4
| -0.4% | -$2.45K | 0.1% | 245 |
|
|
2020
Q4 | $409K | Buy |
900
+21
| +2% | +$9.54K | 0.08% | 290 |
|
|
2020
Q3 | $313K | Buy |
879
+36
| +4% | +$12.8K | 0.07% | 305 |
|
|
2020
Q2 | $255K | Buy |
843
+28
| +3% | +$8.47K | 0.06% | 349 |
|
|
2020
Q1 | $237K | Buy |
815
+196
| +32% | +$57K | 0.07% | 327 |
|
|
2019
Q4 | $233K | Buy |
+619
| New | +$233K | 0.05% | 396 |
|