Oppenheimer Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-34,840
| Closed | -$1.77M | – | 1183 |
|
|
2022
Q3 | $1.77M | Sell |
34,840
-520
| -1% | -$26.5K | 0.03% | 479 |
|
|
2022
Q2 | $1.69M | Sell |
35,360
-1,030
| -3% | -$49.3K | 0.03% | 517 |
|
|
2022
Q1 | $2.17M | Sell |
36,390
-810
| -2% | -$48.3K | 0.03% | 503 |
|
|
2021
Q4 | $2.7M | Buy |
37,200
+40
| +0.1% | +$2.91K | 0.04% | 457 |
|
|
2021
Q3 | $2.4M | Sell |
37,160
-710
| -2% | -$45.9K | 0.03% | 479 |
|
|
2021
Q2 | $2.23M | Buy |
37,870
+170
| +0.5% | +$10K | 0.03% | 493 |
|
|
2021
Q1 | $2.31M | Sell |
37,700
-14,130
| -27% | -$866K | 0.04% | 470 |
|
|
2020
Q4 | $2.35M | Sell |
51,830
-110
| -0.2% | -$4.99K | 0.04% | 433 |
|
|
2020
Q3 | $1.85M | Buy |
51,940
+260
| +0.5% | +$9.26K | 0.04% | 449 |
|
|
2020
Q2 | $1.56M | Sell |
51,680
-40
| -0.1% | -$1.21K | 0.03% | 462 |
|
|
2020
Q1 | $1.5M | Buy |
51,720
+2,240
| +5% | +$65.1K | 0.04% | 415 |
|
|
2019
Q4 | $1.86M | Sell |
49,480
-3,990
| -7% | -$150K | 0.04% | 434 |
|
|
2019
Q3 | $2.09M | Sell |
53,470
-1,500
| -3% | -$58.5K | 0.05% | 394 |
|
|
2019
Q2 | $2.08M | Sell |
54,970
-1,850
| -3% | -$70K | 0.05% | 392 |
|
|
2019
Q1 | $2.11M | Buy |
56,820
+6,130
| +12% | +$228K | 0.05% | 392 |
|
|
2018
Q4 | $1.66M | Sell |
50,690
-9,230
| -15% | -$303K | 0.04% | 408 |
|
|
2018
Q3 | $2.14M | Sell |
59,920
-3,610
| -6% | -$129K | 0.05% | 395 |
|
|
2018
Q2 | $2.26M | Sell |
63,530
-30
| -0% | -$1.07K | 0.06% | 369 |
|
|
2018
Q1 | $2.19M | Buy |
63,560
+13,780
| +28% | +$475K | 0.06% | 357 |
|
|
2017
Q4 | $1.87M | Hold |
49,780
| – | – | 0.05% | 390 |
|
|
2017
Q3 | $1.87M | Buy |
49,780
+14,610
| +42% | +$548K | 0.05% | 392 |
|
|
2017
Q2 | $1.29M | Sell |
35,170
-410
| -1% | -$15K | 0.04% | 506 |
|
|
2017
Q1 | $1.36M | Buy |
+35,580
| New | +$1.36M | 0.04% | 467 |
|