AFR
Applied Fundamental Research’s U-Haul Holding Co Series N UHAL.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.29M | Sell |
170,824
-23,375
| -12% | -$1.27M | 8.23% | 6 |
|
|
2025
Q1 | $11.5M | Buy |
194,199
+64,116
| +49% | +$3.79M | 9.63% | 6 |
|
|
2024
Q4 | $8.33M | Buy |
+130,083
| New | +$8.33M | 6.52% | 9 |
|
|
2023
Q3 | – | Sell |
-84,754
| Closed | -$4.29M | – | 13 |
|
|
2023
Q2 | $4.29M | Hold |
84,754
| – | – | 2.69% | 11 |
|
|
2023
Q1 | $4.42M | Sell |
84,754
-15,629
| -16% | -$815K | 3.18% | 11 |
|
|
2022
Q4 | $5.52M | Buy |
+100,383
| New | +$5.52M | 3.97% | 11 |
|