Opal Wealth Advisors’s U-Haul Holding Co UHAL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$92.8K Sell
1,533
-74
-5% -$4.48K 0.03% 281
2025
Q1
$105K Buy
+1,607
New +$105K 0.03% 262
2024
Q3
Sell
-1,783
Closed -$110K 1106
2024
Q2
$110K Buy
1,783
+12
+0.7% +$741 0.04% 252
2024
Q1
$120K Buy
+1,771
New +$120K 0.04% 187