Winmill & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,300
| Closed | -$1.03M | – | 66 |
|
|
2024
Q1 | $1.03M | Sell |
15,300
-630
| -4% | -$42.6K | 0.29% | 42 |
|
|
2023
Q4 | $1.14M | Hold |
15,930
| – | – | 0.37% | 44 |
|
|
2023
Q3 | $869K | Hold |
15,930
| – | – | 0.32% | 47 |
|
|
2023
Q2 | $881K | Hold |
15,930
| – | – | 0.32% | 49 |
|
|
2023
Q1 | $950K | Hold |
15,930
| – | – | 0.35% | 48 |
|
|
2022
Q4 | $959K | Sell |
15,930
-143,370
| -90% | -$8.63M | 0.35% | 50 |
|
|
2022
Q3 | $8.11M | Hold |
159,300
| – | – | 3.21% | 9 |
|
|
2022
Q2 | $7.62M | Buy |
159,300
+44,300
| +39% | +$2.12M | 2.76% | 10 |
|
|
2022
Q1 | $6.86M | Hold |
115,000
| – | – | 2.09% | 16 |
|
|
2021
Q4 | $8.35M | Hold |
115,000
| – | – | 2.41% | 10 |
|
|
2021
Q3 | $7.43M | Hold |
115,000
| – | – | 2.38% | 12 |
|
|
2021
Q2 | $6.78M | Hold |
115,000
| – | – | 2.44% | 10 |
|
|
2021
Q1 | $7.05M | Buy |
115,000
+7,000
| +6% | +$429K | 2.6% | 10 |
|
|
2020
Q4 | $4.9M | Hold |
108,000
| – | – | 1.93% | 16 |
|
|
2020
Q3 | $3.85M | Sell |
108,000
-5,000
| -4% | -$178K | 1.58% | 23 |
|
|
2020
Q2 | $3.42M | Hold |
113,000
| – | – | 1.37% | 26 |
|
|
2020
Q1 | $3.28M | Hold |
113,000
| – | – | 1.79% | 13 |
|
|
2019
Q4 | $4.25M | Buy |
113,000
+30,000
| +36% | +$1.13M | 1.45% | 16 |
|
|
2019
Q3 | $3.24M | Buy |
+83,000
| New | +$3.24M | 1.38% | 21 |
|