Roundview Capital’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 |
-17,730
| Closed | -$903K | – | 295 |
|
|
2022
Q3 | $903K | Buy |
17,730
+320
| +2% | +$16.3K | 0.11% | 167 |
|
|
2022
Q2 | $833K | Buy |
17,410
+130
| +0.8% | +$6.22K | 0.1% | 182 |
|
|
2022
Q1 | $1.03M | Hold |
17,280
| – | – | 0.11% | 175 |
|
|
2021
Q4 | $1.26M | Buy |
17,280
+180
| +1% | +$13.1K | 0.13% | 171 |
|
|
2021
Q3 | $1.11M | Buy |
17,100
+240
| +1% | +$15.5K | 0.12% | 169 |
|
|
2021
Q2 | $994K | Buy |
16,860
+1,040
| +7% | +$61.3K | 0.11% | 183 |
|
|
2021
Q1 | $969K | Hold |
15,820
| – | – | 0.12% | 169 |
|
|
2020
Q4 | $718K | Buy |
15,820
+740
| +5% | +$33.6K | 0.1% | 186 |
|
|
2020
Q3 | $537K | Sell |
15,080
-5,300
| -26% | -$189K | 0.08% | 192 |
|
|
2020
Q2 | $616K | Sell |
20,380
-5,760
| -22% | -$174K | 0.1% | 179 |
|
|
2020
Q1 | $759K | Buy |
26,140
+2,440
| +10% | +$70.8K | 0.16% | 150 |
|
|
2019
Q4 | $891K | Buy |
+23,700
| New | +$891K | 0.17% | 147 |
|