RWA
Redmont 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
Q1 | $318K | Sell |
4,864
-2,530
| -34% | -$165K | 0.62% | 46 |
|
|
2024
Q4 | $511K | Buy |
7,394
+6
| +0.1% | +$415 | 0.88% | 31 |
|
|
2024
Q3 | $572K | Sell |
7,388
-371
| -5% | -$28.7K | 0.89% | 29 |
|
|
2024
Q2 | $479K | Sell |
7,759
-2,121
| -21% | -$131K | 0.75% | 40 |
|
|
2024
Q1 | $667K | Buy |
9,880
+685
| +7% | +$46.3K | 0.92% | 36 |
|
|
2023
Q4 | $660K | Buy |
9,195
+1,044
| +13% | +$75K | 0.96% | 33 |
|
|
2023
Q3 | $445K | Buy |
8,151
+391
| +5% | +$21.3K | 0.78% | 46 |
|
|
2023
Q2 | $429K | Buy |
+7,760
| New | +$429K | 0.74% | 45 |
|