Mercer Global 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 | $201K | Buy |
3,321
+91
| +3% | +$5.51K | ﹤0.01% | 2047 |
|
|
2025
Q1 | $211K | Buy |
+3,230
| New | +$211K | ﹤0.01% | 1943 |
|
|
2024
Q1 | – | Sell |
-3,501
| Closed | -$251K | – | 2144 |
|
|
2023
Q4 | $251K | Buy |
+3,501
| New | +$251K | ﹤0.01% | 1718 |
|
|
2022
Q4 | – | Sell |
-7,880
| Closed | -$401K | – | 1991 |
|
|
2022
Q3 | $401K | Buy |
7,880
+580
| +8% | +$29.5K | ﹤0.01% | 1242 |
|
|
2022
Q2 | $349K | Buy |
7,300
+3,250
| +80% | +$155K | ﹤0.01% | 1349 |
|
|
2022
Q1 | $242K | Buy |
4,050
+150
| +4% | +$8.96K | ﹤0.01% | 1619 |
|
|
2021
Q4 | $283K | Buy |
+3,900
| New | +$283K | ﹤0.01% | 1497 |
|