NewEdge 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
Q1 | – | Sell |
-7
| Closed | -$484 | – | 4110 |
|
|
2024
Q4 | $484 | Hold |
7
| – | – | ﹤0.01% | 3660 |
|
|
2024
Q3 | $542 | Hold |
7
| – | – | ﹤0.01% | 3596 |
|
|
2024
Q2 | $432 | Sell |
7
-65
| -90% | -$4.01K | ﹤0.01% | 3584 |
|
|
2024
Q1 | $4.86K | Sell |
72
-7
| -9% | -$473 | ﹤0.01% | 3148 |
|
|
2023
Q4 | $5.67K | Buy |
+79
| New | +$5.67K | ﹤0.01% | 3084 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$241 | – | 4135 |
|
|
2022
Q4 | $241 | Buy |
+4
| New | +$241 | ﹤0.01% | 3279 |
|
|
2022
Q1 | – | Sell |
-14,120
| Closed | -$1.03M | – | 1618 |
|
|
2021
Q4 | $1.03M | Buy |
14,120
+4,650
| +49% | +$338K | 0.02% | 717 |
|
|
2021
Q3 | $612K | Buy |
+9,470
| New | +$612K | 0.02% | 690 |
|
|
2017
Q3 | – | Sell |
-530
| Closed | -$18.8K | – | 1078 |
|
|
2017
Q2 | $18.8K | Buy |
+530
| New | +$18.8K | ﹤0.01% | 763 |
|