Summit Trail Advisors’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
$270K Buy
+4,458
New +$270K ﹤0.01% 970
2018
Q1
Sell
-110
Closed -$4K 1588
2017
Q4
$4K Buy
+110
New +$4K ﹤0.01% 1497