J.P. Morgan Private Wealth Advisors’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,480
| Closed | -$208K | – | 2027 |
|
|
2022
Q1 | $208K | Sell |
3,480
-14,510
| -81% | -$867K | ﹤0.01% | 1897 |
|
|
2021
Q4 | $1.31M | Buy |
+17,990
| New | +$1.31M | ﹤0.01% | 1107 |
|
|
2020
Q1 | – | Sell |
-29,620
| Closed | -$1.11M | – | 1538 |
|
|
2019
Q4 | $1.11M | Buy |
+29,620
| New | +$1.11M | 0.01% | 766 |
|
|
2018
Q2 | – | Sell |
-6,750
| Closed | -$233K | – | 1519 |
|
|
2018
Q1 | $233K | Buy |
+6,750
| New | +$233K | ﹤0.01% | 1139 |
|
|
2016
Q2 | – | Sell |
-5,920
| Closed | -$212K | – | 1316 |
|
|
2016
Q1 | $212K | Hold |
5,920
| – | – | ﹤0.01% | 1056 |
|
|
2015
Q4 | $231K | Hold |
5,920
| – | – | ﹤0.01% | 975 |
|
|
2015
Q3 | $233K | Sell |
5,920
-230
| -4% | -$9.05K | ﹤0.01% | 884 |
|
|
2015
Q2 | $201K | Sell |
6,150
-500
| -8% | -$16.3K | ﹤0.01% | 974 |
|
|
2015
Q1 | $220K | Buy |
+6,650
| New | +$220K | ﹤0.01% | 1005 |
|