Westpac Banking Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,160
| Closed | -$263K | – | 793 |
|
|
2022
Q3 | $263K | Sell |
5,160
-5,010
| -49% | -$262K | ﹤0.01% | 750 |
|
|
2022
Q2 | $486K | Sell |
10,170
-140
| -1% | -$7.24K | 0.01% | 755 |
|
|
2022
Q1 | $615K | Hold |
10,310
| – | – | 0.01% | 755 |
|
|
2021
Q4 | $749K | Buy |
10,310
+3,650
| +55% | +$263K | 0.01% | 739 |
|
|
2021
Q3 | $430K | Hold |
6,660
| – | – | ﹤0.01% | 817 |
|
|
2021
Q2 | $393K | Hold |
6,660
| – | – | ﹤0.01% | 834 |
|
|
2021
Q1 | $408K | Hold |
6,660
| – | – | ﹤0.01% | 774 |
|
|
2020
Q4 | $302K | Sell |
6,660
-760
| -10% | -$30.3K | ﹤0.01% | 835 |
|
|
2020
Q3 | $264K | Buy |
7,420
+2,260
| +44% | +$77K | ﹤0.01% | 835 |
|
|
2020
Q2 | $156K | Hold |
5,160
| – | – | ﹤0.01% | 827 |
|
|
2020
Q1 | $150K | Hold |
5,160
| – | – | ﹤0.01% | 820 |
|
|
2019
Q4 | $194K | Hold |
5,160
| – | – | ﹤0.01% | 868 |
|
|
2019
Q3 | $201K | Hold |
5,160
| – | – | ﹤0.01% | 851 |
|
|
2019
Q2 | $195K | Hold |
5,160
| – | – | ﹤0.01% | 722 |
|
|
2019
Q1 | $192K | Hold |
5,160
| – | – | ﹤0.01% | 709 |
|
|
2018
Q4 | $169K | Hold |
5,160
| – | – | ﹤0.01% | 798 |
|
|
2018
Q3 | $184K | Hold |
5,160
| – | – | ﹤0.01% | 708 |
|
|
2018
Q2 | $184K | Hold |
5,160
| – | – | ﹤0.01% | 698 |
|
|
2018
Q1 | $178K | Hold |
5,160
| – | – | ﹤0.01% | 692 |
|
|
2017
Q4 | $195K | Hold |
5,160
| – | – | ﹤0.01% | 687 |
|
|
2017
Q3 | $193K | Hold |
5,160
| – | – | ﹤0.01% | 783 |
|
|
2017
Q2 | $189K | Hold |
5,160
| – | – | ﹤0.01% | 835 |
|
|
2017
Q1 | $197K | Hold |
5,160
| – | – | ﹤0.01% | 919 |
|
|
2016
Q4 | $192K | Hold |
5,160
| – | – | ﹤0.01% | 811 |
|
|
2016
Q3 | $167K | Sell |
5,160
-890
| -15% | -$31.8K | ﹤0.01% | 789 |
|
|
2016
Q2 | $227K | Buy |
6,050
+1,280
| +27% | +$46.3K | ﹤0.01% | 832 |
|
|
2016
Q1 | $170K | Hold |
4,770
| – | – | ﹤0.01% | 828 |
|
|
2015
Q4 | $186K | Buy |
+4,770
| New | +$193K | ﹤0.01% | 826 |
|
|
2014
Q1 | – | Sell |
-65,000
| Closed | -$1.55M | – | 908 |
|
|
2013
Q4 | $1.55M | Buy |
+65,000
| New | +$1.4M | 0.02% | 515 |
|
Other funds holding UHAL
YAM
SCM
ACM
A