Prestige Wealth Management Group’s U-Haul Holding Co UHAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$383	Hold	8	–	–	﹤0.01%	996
2025 Q4	$404	Hold	8	–	–	﹤0.01%	968
2025 Q3	$457	Hold	8	–	–	﹤0.01%	942
2025 Q2	$485	Hold	8	–	–	﹤0.01%	935
2025 Q1	$523	Hold	8	–	–	﹤0.01%	926
2024 Q4	$553	Hold	8	–	–	﹤0.01%	956
2024 Q3	$620	Hold	8	–	–	﹤0.01%	941
2024 Q2	$494	Hold	8	–	–	﹤0.01%	923
2024 Q1	$541	Hold	8	–	–	﹤0.01%	944
2023 Q4	$575	Hold	8	–	–	﹤0.01%	937
2023 Q3	$437	Hold	8	–	–	﹤0.01%	981
2023 Q2	$443	Hold	8	–	–	﹤0.01%	1002
2023 Q1	$478	Hold	8	–	–	﹤0.01%	988
2022 Q4	$482	Sell	8 -132	-94%	-$7.59K	﹤0.01%	1069
2022 Q3	$7K	Hold	140	–	–	﹤0.01%	495
2022 Q2	$7K	Hold	140	–	–	﹤0.01%	510
2022 Q1	$9K	Hold	140	–	–	﹤0.01%	495
2021 Q4	$10K	Hold	140	–	–	﹤0.01%	490
2021 Q3	$9K	Hold	140	–	–	﹤0.01%	513
2021 Q2	$9K	Hold	140	–	–	﹤0.01%	504
2021 Q1	$9K	Hold	140	–	–	﹤0.01%	501
2020 Q4	$7K	Sell	140 -80	-36%	-$3.19K	﹤0.01%	519
2020 Q3	$8K	Buy	220 +30	+16%	+$1.02K	﹤0.01%	478
2020 Q2	$6K	Sell	190 -10	-5%	-$293	﹤0.01%	508
2020 Q1	$5K	Buy	200 +180	+900%	+$6.08K	﹤0.01%	502
2019 Q4	$1K	Sell	20 -30	-60%	-$1.14K	﹤0.01%	555
2019 Q3	$2K	Buy	+50	New	+$1.85K	﹤0.01%	510