BAKER ELLIS ASSET MANAGEMENT LLC – U-Haul Holding Company Transaction History
BAKER ELLIS ASSET MANAGEMENT LLC portfolio value:
$311,000
portfolio value
BAKER ELLIS ASSET MANAGEMENT LLC quarter portfolio value change:
+6.48%
quarter
U-Haul Holding Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +23.23% | 1.15K shares | 74K | $509.22 | 6.1K |
| Q2 2022 | share | Decrease | -3.88% | -20 shares | -70K | $478.23 | 495 |
| Q1 2022 | share | Increase | +37.33% | 140 shares | 35K | $596.94 | 515 |
| Q4 2021 | share | Increase | +7.14% | 25 shares | 28K | $722.74 | 375 |
| Q3 2021 | share | 0.00% | 0 shares | 38K | $645.58 | 350 | |
| Q2 2021 | share | Increase | 0.00% | 350 shares | 206K | $588.54 | 350 |