Spire Wealth Management’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
2025
Q2
$28.6K Hold
473
﹤0.01% 1393
2025
Q1
$30.9K Hold
473
﹤0.01% 1457
2024
Q4
$32.7K Buy
473
+15
+3% +$1.04K ﹤0.01% 1446
2024
Q3
$35.5K Hold
458
﹤0.01% 1244
2024
Q2
$28.3K Buy
+458
New +$28.3K ﹤0.01% 1306
2024
Q1
Sell
-387
Closed -$25.8K 2399
2023
Q4
$25.8K Buy
387
+56
+17% +$3.73K ﹤0.01% 1446
2023
Q3
$18.1K Buy
331
+134
+68% +$7.31K ﹤0.01% 1546
2023
Q2
$10.9K Hold
197
﹤0.01% 1780
2023
Q1
$11.8K Buy
+197
New +$11.8K ﹤0.01% 1789
2022
Q4
Sell
-230
Closed -$12K 2405
2022
Q3
$12K Hold
230
﹤0.01% 1518
2022
Q2
$11K Hold
230
﹤0.01% 1896
2022
Q1
$14K Hold
230
﹤0.01% 1927
2021
Q4
$17K Hold
230
﹤0.01% 2182
2021
Q3
$15K Buy
+230
New +$15K ﹤0.01% 1975