A detailed history of Institute For Wealth Management, Llc. transactions in Amerco stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,049 shares of UHAL stock, worth $209,954. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,049
Holding current value
$209,954
% of portfolio
0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$59.88 - $77.88 $182,574 - $237,456
3,049 New
3,049 $236,000
Q4 2023

Jan 31, 2024

BUY
$48.72 - $72.27 $136,513 - $202,500
2,802 New
2,802 $201,000
Q3 2022

Oct 18, 2022

BUY
$465.85 - $590.65 $3,260 - $4,134
7 Added 0.52%
1,357 $691,000
Q2 2022

Jul 25, 2022

BUY
$451.67 - $584.21 $34,326 - $44,399
76 Added 5.97%
1,350 $646,000
Q1 2022

Apr 29, 2022

BUY
$556.91 - $725.62 $8,353 - $10,884
15 Added 1.19%
1,274 $761,000
Q4 2021

Jan 21, 2022

BUY
$651.33 - $759.25 $50,152 - $58,462
77 Added 6.51%
1,259 $914,000
Q3 2021

Nov 15, 2021

BUY
$559.1 - $673.74 $159,902 - $192,689
286 Added 31.92%
1,182 $764,000
Q1 2021

May 04, 2021

SELL
$444.7 - $619.41 $1,778 - $2,477
-4 Reduced 0.44%
896 $549,000
Q4 2020

Feb 01, 2021

BUY
$345.56 - $453.96 $7,256 - $9,533
21 Added 2.39%
900 $409,000
Q3 2020

Nov 03, 2020

BUY
$291.54 - $378.3 $10,495 - $13,618
36 Added 4.27%
879 $313,000
Q2 2020

Jul 30, 2020

BUY
$250.97 - $347.06 $7,027 - $9,717
28 Added 3.44%
843 $255,000
Q1 2020

Apr 29, 2020

BUY
$241.61 - $386.51 $47,355 - $75,755
196 Added 31.66%
815 $237,000
Q4 2019

Feb 27, 2020

BUY
$352.84 - $424.5 $136,196 - $163,857
386 Added 165.67%
619 $233,000
Q4 2019

Jan 27, 2020

BUY
$352.84 - $424.5 $82,211 - $98,908
233 New
233 $233,000

Others Institutions Holding UHAL

About AMERCO


  • Ticker UHAL
  • Exchange NASDAQ
  • Sector Industrials
  • Industry Rental & Leasing Services
  • Shares Outstandng 19,607,800
  • Market Cap $1.35B
  • 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
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