PAIM
Punch & Associates Investment Management’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,671
| Closed | -$461K | – | 173 |
|
|
2024
Q4 | $461K | Sell |
6,671
-6,717
| -50% | -$464K | 0.03% | 151 |
|
|
2024
Q3 | $1.04M | Sell |
13,388
-560
| -4% | -$43.4K | 0.06% | 146 |
|
|
2024
Q2 | $861K | Sell |
13,948
-105
| -0.7% | -$6.48K | 0.05% | 153 |
|
|
2024
Q1 | $949K | Sell |
14,053
-1,031
| -7% | -$69.6K | 0.05% | 159 |
|
|
2023
Q4 | $1.08M | Sell |
15,084
-296
| -2% | -$21.3K | 0.06% | 167 |
|
|
2023
Q3 | $839K | Sell |
15,380
-140
| -0.9% | -$7.64K | 0.05% | 163 |
|
|
2023
Q2 | $859K | Sell |
15,520
-2,284
| -13% | -$126K | 0.05% | 166 |
|
|
2023
Q1 | $1.06M | Sell |
17,804
-260
| -1% | -$15.5K | 0.07% | 154 |
|
|
2022
Q4 | $1.09M | Buy |
18,064
+313
| +2% | +$18.8K | 0.07% | 161 |
|
|
2022
Q3 | $9.04M | Sell |
17,751
-4
| -0% | -$2.04K | 0.63% | 52 |
|
|
2022
Q2 | $8.49M | Sell |
17,755
-139
| -0.8% | -$66.5K | 0.59% | 65 |
|
|
2022
Q1 | $10.7M | Buy |
17,894
+298
| +2% | +$178K | 0.61% | 61 |
|
|
2021
Q4 | $12.8M | Sell |
17,596
-347
| -2% | -$252K | 0.67% | 44 |
|
|
2021
Q3 | $11.6M | Buy |
17,943
+34
| +0.2% | +$22K | 0.66% | 48 |
|
|
2021
Q2 | $10.6M | Sell |
17,909
-267
| -1% | -$157K | 0.6% | 59 |
|
|
2021
Q1 | $11.1M | Sell |
18,176
-61
| -0.3% | -$37.4K | 0.67% | 51 |
|
|
2020
Q4 | $8.28M | Sell |
18,237
-350
| -2% | -$159K | 0.58% | 67 |
|
|
2020
Q3 | $6.62M | Sell |
18,587
-277
| -1% | -$98.6K | 0.57% | 68 |
|
|
2020
Q2 | $5.7M | Sell |
18,864
-134
| -0.7% | -$40.5K | 0.52% | 82 |
|
|
2020
Q1 | $5.52M | Buy |
18,998
+487
| +3% | +$142K | 0.66% | 59 |
|
|
2019
Q4 | $6.96M | Sell |
18,511
-426
| -2% | -$160K | 0.55% | 71 |
|
|
2019
Q3 | $7.39M | Sell |
18,937
-203
| -1% | -$79.2K | 0.61% | 53 |
|
|
2019
Q2 | $7.25M | Buy |
19,140
+190
| +1% | +$71.9K | 0.6% | 65 |
|
|
2019
Q1 | $7.04M | Sell |
18,950
-2,724
| -13% | -$1.01M | 0.6% | 69 |
|
|
2018
Q4 | $7.11M | Sell |
21,674
-546
| -2% | -$179K | 0.68% | 50 |
|
|
2018
Q3 | $7.93M | Sell |
22,220
-1,671
| -7% | -$596K | 0.63% | 50 |
|
|
2018
Q2 | $8.51M | Sell |
23,891
-328
| -1% | -$117K | 0.7% | 42 |
|
|
2018
Q1 | $8.36M | Sell |
24,219
-359
| -1% | -$124K | 0.74% | 37 |
|
|
2017
Q4 | $9.29M | Sell |
24,578
-361
| -1% | -$136K | 0.8% | 34 |
|
|
2017
Q3 | $9.35M | Sell |
24,939
-239
| -0.9% | -$89.6K | 0.83% | 32 |
|
|
2017
Q2 | $9.22M | Sell |
25,178
-589
| -2% | -$216K | 0.86% | 30 |
|
|
2017
Q1 | $9.82M | Buy |
25,767
+134
| +0.5% | +$51.1K | 0.94% | 27 |
|
|
2016
Q4 | $9.47M | Buy |
25,633
+90
| +0.4% | +$33.3K | 0.94% | 28 |
|
|
2016
Q3 | $8.28M | Buy |
25,543
+412
| +2% | +$134K | 0.89% | 31 |
|
|
2016
Q2 | $9.41M | Buy |
25,131
+322
| +1% | +$121K | 1.09% | 21 |
|
|
2016
Q1 | $8.87M | Sell |
24,809
-624
| -2% | -$223K | 1.07% | 21 |
|
|
2015
Q4 | $9.91M | Buy |
25,433
+2,756
| +12% | +$1.07M | 1.2% | 14 |
|
|
2015
Q3 | $8.92M | Buy |
22,677
+425
| +2% | +$167K | 1.22% | 14 |
|
|
2015
Q2 | $7.27M | Sell |
22,252
-398
| -2% | -$130K | 0.91% | 29 |
|
|
2015
Q1 | $7.48M | Buy |
22,650
+88
| +0.4% | +$29.1K | 0.93% | 31 |
|
|
2014
Q4 | $6.41M | Buy |
22,562
+146
| +0.7% | +$41.5K | 0.82% | 35 |
|
|
2014
Q3 | $5.87M | Buy |
22,416
+5,084
| +29% | +$1.33M | 0.82% | 36 |
|
|
2014
Q2 | $5.04M | Sell |
17,332
-25
| -0.1% | -$7.27K | 0.68% | 53 |
|
|
2014
Q1 | $4.03M | Sell |
17,357
-224
| -1% | -$52K | 0.55% | 74 |
|
|
2013
Q4 | $4.18M | Sell |
17,581
-222
| -1% | -$52.8K | 0.56% | 73 |
|
|
2013
Q3 | $3.28M | Buy |
17,803
+6,728
| +61% | +$1.24M | 0.51% | 87 |
|
|
2013
Q2 | $1.79M | Buy |
+11,075
| New | +$1.79M | 0.32% | 138 |
|