Creative Planning Amerco Transaction History

Creative Planning

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 03, 2022	BUY	$465.85 - $590.65 $89,443 - $113,404	192 Added 33.98%	757 $386,000
Q2 2022 Aug 15, 2022	BUY	$451.67 - $584.21 $14,905 - $19,278	33 Added 6.2%	565 $270,000
Q4 2021 Feb 11, 2022	SELL	$651.33 - $759.25 $234,478 - $273,330	-360 Reduced 40.36%	532 $386,000
Q4 2020 Jan 29, 2021	SELL	$345.56 - $453.96 $51,834 - $68,094	-150 Reduced 14.4%	892 $405,000
Q2 2020 Jul 23, 2020	SELL	$250.97 - $347.06 $250 - $347	-1 Reduced 0.1%	1,042 $315,000
Q1 2020 May 05, 2020	SELL	$241.61 - $386.51 $18,362 - $29,374	-76 Reduced 6.79%	1,043 $303,000
Q4 2019 Jan 30, 2020	SELL	$352.84 - $424.5 $29,638 - $35,658	-84 Reduced 6.98%	1,119 $421,000
Q3 2019 Nov 01, 2019	SELL	$340.21 - $395.2 $26,536 - $30,825	-78 Reduced 6.09%	1,203 $469,000
Q2 2019 Jul 26, 2019	BUY	$366.34 - $402.52 $366 - $402	1 Added 0.08%	1,281 $485,000
Q4 2018 Feb 01, 2019	BUY	$318.82 - $353.7 $8,608 - $9,549	27 Added 2.15%	1,280 $420,000
Q3 2018 Oct 25, 2018	SELL	$346.29 - $383.52 $8,310 - $9,204	-24 Reduced 1.88%	1,253 $447,000
Q4 2017 Jan 17, 2018	SELL	$352.72 - $396.17 $12,697 - $14,262	-36 Reduced 2.74%	1,277 $483,000
Q3 2017 Oct 17, 2017	BUY	$355.54 - $396.3 $466,824 - $520,341	1,313	1,313 $492,000

214

7.03M

26.1K

9.1K

Ticker UHAL
Exchange NASDAQ
Sector Industrials
Industry Rental & Leasing Services
Shares Outstandng 19,607,800
Market Cap $1.45B
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...

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