Atria Investments’s U-Haul Holding Co Series N UHAL.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $985K | Buy |
18,116
+898
| +5% | +$48.8K | 0.01% | 1046 |
|
|
2025
Q1 | $1.02M | Buy |
17,218
+239
| +1% | +$14.1K | 0.01% | 983 |
|
|
2024
Q4 | $1.09M | Buy |
16,979
+115
| +0.7% | +$7.37K | 0.01% | 932 |
|
|
2024
Q3 | $1.21M | Buy |
16,864
+246
| +1% | +$17.7K | 0.02% | 880 |
|
|
2024
Q2 | $997K | Sell |
16,618
-509
| -3% | -$30.6K | 0.01% | 926 |
|
|
2024
Q1 | $1.14M | Buy |
17,127
+156
| +0.9% | +$10.4K | 0.02% | 901 |
|
|
2023
Q4 | $1.2M | Buy |
+16,971
| New | +$1.2M | 0.02% | 816 |
|