LWM
Lodestone 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
Q2 | – | Sell |
-3,525
| Closed | -$230K | – | 170 |
|
|
2025
Q1 | $230K | Sell |
3,525
-786
| -18% | -$51.4K | 0.12% | 145 |
|
|
2024
Q4 | $298K | Sell |
4,311
-96
| -2% | -$6.63K | 0.15% | 118 |
|
|
2024
Q3 | $341K | Buy |
4,407
+233
| +6% | +$18.1K | 0.17% | 108 |
|
|
2024
Q2 | $258K | Sell |
4,174
-85
| -2% | -$5.25K | 0.14% | 134 |
|
|
2024
Q1 | $288K | Buy |
4,259
+881
| +26% | +$59.5K | 0.15% | 124 |
|
|
2023
Q4 | $243K | Sell |
3,378
-864
| -20% | -$62K | 0.14% | 132 |
|
|
2023
Q3 | $231K | Buy |
+4,242
| New | +$231K | 0.16% | 120 |
|