WIM
Wilen Investment Management’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $10M | Sell |
19,865
-50
| -0.3% | -$25.3K | 10.23% | 2 |
|
|
2022
Q2 | $9.42M | Buy |
19,915
+301
| +2% | +$142K | 8.18% | 3 |
|
|
2022
Q1 | $11.6M | Buy |
19,614
+390
| +2% | +$230K | 8.73% | 2 |
|
|
2021
Q4 | $13.8M | Sell |
19,224
-495
| -3% | -$354K | 10.51% | 1 |
|
|
2021
Q3 | $12.6M | Sell |
19,719
-175
| -0.9% | -$112K | 10.32% | 1 |
|
|
2021
Q2 | $11.5M | Sell |
19,894
-168
| -0.8% | -$97.3K | 9.9% | 1 |
|
|
2021
Q1 | $12.1M | Sell |
20,062
-4,033
| -17% | -$2.44M | 10.73% | 1 |
|
|
2020
Q4 | $10.7M | Sell |
24,095
-1,431
| -6% | -$638K | 10.83% | 1 |
|
|
2020
Q3 | $10.1M | Sell |
25,526
-3,069
| -11% | -$1.21M | 10.93% | 1 |
|
|
2020
Q2 | $8.44M | Sell |
28,595
-2,145
| -7% | -$633K | 10.87% | 1 |
|
|
2020
Q1 | $8.85M | Sell |
30,740
-1,040
| -3% | -$300K | 13.26% | 1 |
|
|
2019
Q4 | $11.7M | Sell |
31,780
-2,691
| -8% | -$993K | 9.17% | 2 |
|
|
2019
Q3 | $13.3M | Buy |
34,471
+165
| +0.5% | +$63.5K | 10.29% | 1 |
|
|
2019
Q2 | $12.8M | Sell |
34,306
-1,485
| -4% | -$554K | 9.92% | 1 |
|
|
2019
Q1 | $13.1M | Sell |
35,791
-890
| -2% | -$325K | 9.93% | 2 |
|
|
2018
Q4 | $11.9M | Sell |
36,681
-190
| -0.5% | -$61.7K | 10.31% | 1 |
|
|
2018
Q3 | $12.9M | Sell |
36,871
-530
| -1% | -$186K | 8.67% | 2 |
|
|
2018
Q2 | $14M | Sell |
37,401
-957
| -2% | -$357K | 8.96% | 1 |
|
|
2018
Q1 | $13M | Buy |
38,358
+27
| +0.1% | +$9.18K | 8.92% | 2 |
|
|
2017
Q4 | $14.3M | Sell |
38,331
-1,715
| -4% | -$640K | 9.35% | 2 |
|
|
2017
Q3 | $14.7M | Sell |
40,046
-1,150
| -3% | -$423K | 8.97% | 1 |
|
|
2017
Q2 | $14.7M | Sell |
41,196
-525
| -1% | -$187K | 8.85% | 4 |
|
|
2017
Q1 | $15.6M | Sell |
41,721
-1,650
| -4% | -$617K | 9.37% | 2 |
|
|
2016
Q4 | $15.7M | Sell |
43,371
-241
| -0.6% | -$87.5K | 9.74% | 1 |
|
|
2016
Q3 | $13.9M | Sell |
43,612
-1,826
| -4% | -$581K | 9.2% | 1 |
|
|
2016
Q2 | $16.6M | Sell |
45,438
-445
| -1% | -$162K | 10.87% | 1 |
|
|
2016
Q1 | $16.1M | Sell |
45,883
-350
| -0.8% | -$123K | 11.18% | 1 |
|
|
2015
Q4 | $17.8M | Sell |
46,233
-3,590
| -7% | -$1.38M | 12.86% | 1 |
|
|
2015
Q3 | $19.4M | Sell |
49,823
-3,457
| -6% | -$1.34M | 13.84% | 1 |
|
|
2015
Q2 | $17.1M | Sell |
53,280
-1,236
| -2% | -$396K | 11.47% | 1 |
|
|
2015
Q1 | $17.7M | Sell |
54,516
-1,326
| -2% | -$431K | 12.15% | 1 |
|
|
2014
Q4 | $15.7M | Sell |
55,842
-480
| -0.9% | -$135K | 10.33% | 1 |
|
|
2014
Q3 | $14.5M | Hold |
56,322
| – | – | 9.23% | 2 |
|
|
2014
Q2 | $16.1M | Sell |
56,322
-1,600
| -3% | -$458K | 9.44% | 1 |
|
|
2014
Q1 | $13.1M | Buy |
57,922
+101
| +0.2% | +$22.8K | 7.65% | 2 |
|
|
2013
Q4 | $13.6M | Sell |
57,821
-1,223
| -2% | -$287K | 8.73% | 2 |
|
|
2013
Q3 | $10.7M | Sell |
59,044
-200
| -0.3% | -$36.4K | 7.18% | 4 |
|
|
2013
Q2 | $9.54M | Buy |
+59,244
| New | +$9.54M | 7.02% | 4 |
|