McDonald 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 | $898K | Sell |
14,825
-100
| -0.7% | -$6.06K | 0.22% | 123 |
|
|
2025
Q1 | $975K | Buy |
14,925
+125
| +0.8% | +$8.17K | 0.25% | 111 |
|
|
2024
Q4 | $1.02M | Sell |
14,800
-300
| -2% | -$20.7K | 0.26% | 106 |
|
|
2024
Q3 | $1.17M | Sell |
15,100
-1,025
| -6% | -$79.4K | 0.29% | 99 |
|
|
2024
Q2 | $995K | Hold |
16,125
| – | – | 0.27% | 102 |
|
|
2024
Q1 | $1.09M | Sell |
16,125
-200
| -1% | -$13.5K | 0.3% | 93 |
|
|
2023
Q4 | $1.17M | Hold |
16,325
| – | – | 0.35% | 87 |
|
|
2023
Q3 | $891K | Buy |
16,325
+1,100
| +7% | +$60K | 0.29% | 101 |
|
|
2023
Q2 | $842K | Buy |
15,225
+10,175
| +201% | +$563K | 0.26% | 111 |
|
|
2023
Q1 | $301K | Buy |
+5,050
| New | +$301K | 0.1% | 195 |
|