JFS Wealth Advisors’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 | $1.27K | Hold |
21
| – | – | ﹤0.01% | 1514 |
|
2025
Q1 | $1.37K | Hold |
21
| – | – | ﹤0.01% | 1586 |
|
2024
Q4 | $1.45K | Hold |
21
| – | – | ﹤0.01% | 1591 |
|
2024
Q3 | $1.63K | Buy |
21
+1
| +5% | +$78 | ﹤0.01% | 1566 |
|
2024
Q2 | $1.24K | Hold |
20
| – | – | ﹤0.01% | 1617 |
|
2024
Q1 | $1.35K | Hold |
20
| – | – | ﹤0.01% | 1577 |
|
2023
Q4 | $1.44K | Sell |
20
-1
| -5% | -$72 | ﹤0.01% | 1548 |
|
2023
Q3 | $1.15K | Buy |
21
+1
| +5% | +$55 | ﹤0.01% | 1558 |
|
2023
Q2 | $1.11K | Hold |
20
| – | – | ﹤0.01% | 1573 |
|
2023
Q1 | $1.19K | Sell |
20
-89
| -82% | -$5.31K | ﹤0.01% | 1529 |
|
2022
Q4 | $6.56K | Sell |
109
-71
| -39% | -$4.27K | ﹤0.01% | 880 |
|
2022
Q3 | $9K | Buy |
180
+160
| +800% | +$8K | ﹤0.01% | 783 |
|
2022
Q2 | $1K | Sell |
20
-70
| -78% | -$3.5K | ﹤0.01% | 1661 |
|
2022
Q1 | $5K | Buy |
90
+30
| +50% | +$1.67K | ﹤0.01% | 1078 |
|
2021
Q4 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 884 |
|