Redmont Wealth Advisors’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
2025 Q4	$4.08K	Sell	81 -5,773	-99%	-$307K	0.01%	255
2025 Q3	$334K	Sell	5,854 -2,653	-31%	-$156K	0.47%	56
2025 Q2	$515K	Buy	8,507 +3,643	+75%	+$228K	0.76%	40
2025 Q1	$318K	Sell	4,864 -2,530	-34%	-$175K	0.62%	46
2024 Q4	$511K	Buy	7,394 +6	+0.1%	+$435	0.88%	31
2024 Q3	$572K	Sell	7,388 -371	-5%	-$25.4K	0.89%	29
2024 Q2	$479K	Sell	7,759 -2,121	-21%	-$138K	0.75%	40
2024 Q1	$667K	Buy	9,880 +685	+7%	+$45.3K	0.92%	36
2023 Q4	$660K	Buy	9,195 +1,044	+13%	+$59.2K	0.96%	33
2023 Q3	$445K	Buy	8,151 +391	+5%	+$22.7K	0.78%	46
2023 Q2	$429K	Buy	+7,760	New	+$455K	0.74%	45