Intellectus Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Hold |
5,340
| – | – | 0.07% | 225 |
|
|
2025
Q1 | $349K | Hold |
5,340
| – | – | 0.09% | 212 |
|
|
2024
Q4 | $369K | Hold |
5,340
| – | – | 0.08% | 208 |
|
|
2024
Q3 | $414K | Buy |
5,340
+275
| +5% | +$21.3K | 0.11% | 196 |
|
|
2024
Q2 | $313K | Sell |
5,065
-608
| -11% | -$37.5K | 0.09% | 208 |
|
|
2024
Q1 | $383K | Sell |
5,673
-23
| -0.4% | -$1.55K | 0.1% | 198 |
|
|
2023
Q4 | $409K | Buy |
5,696
+910
| +19% | +$65.3K | 0.12% | 190 |
|
|
2023
Q3 | $261K | Buy |
4,786
+326
| +7% | +$17.8K | 0.08% | 218 |
|
|
2023
Q2 | $247K | Buy |
+4,460
| New | +$247K | 0.07% | 218 |
|