Cwm, LLC Amerco Transaction History

Cwm, LLC

$28.4 Billion
Q2 2025

A detailed history of Cwm, LLC transactions in Amerco stock. As of the latest transaction made, Cwm, LLC holds 370 shares of UHAL stock, worth $23,395. This represents 0.0% of its overall portfolio holdings.

Number of Shares

370

Previous 589 37.18%

Holding current value

$23,395

Previous $38,000 42.11%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$58.65 - $67.88 $12,844 - $14,865	-219 Reduced 37.18%	370 $22,000
Q1 2025 May 01, 2025	BUY	$62.22 - $74.71 $13,128 - $15,763	211 Added 55.82%	589 $38,000
Q4 2024 Feb 04, 2025	BUY	$67.46 - $78.4 $4,992 - $5,801	74 Added 24.34%	378 $26,000
Q3 2024 Oct 08, 2024	SELL	$59.88 - $77.88 $2,035 - $2,647	-34 Reduced 10.06%	304 $24,000
Q2 2024 Jul 09, 2024	BUY	$61.73 - $69.11 $12,284 - $13,752	199 Added 143.17%	338 $21,000
Q1 2024 Apr 05, 2024	BUY	$62.19 - $71.11 $435 - $497	7 Added 5.3%	139 $9,000
Q4 2023 Feb 01, 2024	SELL	$48.72 - $72.27 $974 - $1,445	-20 Reduced 13.16%	132 $9,000
Q2 2023 Aug 03, 2023	SELL	$51.51 - $64.05 $875 - $1,088	-17 Reduced 10.06%	152 $8,000
Q1 2023 Apr 28, 2023	BUY	$54.17 - $69.67 $1,841 - $2,368	34 Added 25.19%	169 $10,000
Q4 2022 Feb 01, 2023	BUY	$50.32 - $584.25 $805 - $9,348	16 Added 13.45%	135 $8,000
Q3 2022 Oct 27, 2022	SELL	$465.85 - $590.65 $2,795 - $3,543	-6 Reduced 4.8%	119 $61,000
Q2 2022 Jul 28, 2022	BUY	$451.67 - $584.21 $52,845 - $68,352	117 Added 1462.5%	125 $60,000
Q1 2022 Apr 21, 2022	BUY	$556.91 - $725.62 $3,341 - $4,353	6 Added 300.0%	8 $5,000
Q2 2019 Jul 31, 2019	SELL	$366.34 - $402.52 $732 - $805	-2 Reduced 50.0%	2 $1,000
Q1 2019 Apr 22, 2019	BUY	$325.46 - $384.59 $650 - $769	2 Added 100.0%	4 $1,000
Q4 2018 Jan 25, 2019	BUY	$318.82 - $353.7 $637 - $707	2 New	2 $1,000
Q4 2017 Jan 16, 2018	SELL	$352.72 - $396.17 $705 - $792	-2 Closed	0 $0
Q3 2017 Oct 16, 2017	BUY	$355.54 - $396.3 $711 - $792	2	2 $1,000

Others Institutions Holding UHAL

# of Institutions

226

Shares Held

7.68M

Call Options Held

9.7K

Put Options Held

18.6K

Scharf Investments, LLC

1.45M
Shares

$91.6 Million
2.71% of portfolio
Vanguard Group Inc Valley Forge, PA

847K
Shares

$53.6 Million
0.0% of portfolio
Southpoint Capital Advisors LP New York, NY

700K
Shares

$44.3 Million
1.33% of portfolio
Nelson Peltz Trian Fund Management, L.P. | New York, Ny

652K
Shares

$41.2 Million
1.44% of portfolio
Black Rock Inc. New York, NY

417K
Shares

$26.3 Million
0.0% of portfolio

View Full List

About AMERCO

Ticker UHAL
Exchange NASDAQ
Sector Industrials
Industry Rental & Leasing Services
Shares Outstandng 19,607,800
Market Cap $1.24B
Description
AMERCO operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The company's Moving and Storage segment rents trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towin...

More about UHAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cwm, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cwm, LLC with notifications on news.

Account