B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.15M | Sell |
17,947
-6,560
| -27% | -$420K | 0.04% | 410 |
|
|
2024
Q3 | $1.76M | Sell |
24,507
-6,516
| -21% | -$467K | 0.05% | 344 |
|
|
2024
Q2 | $1.86M | Sell |
31,023
-1,825
| -6% | -$110K | 0.05% | 362 |
|
|
2024
Q1 | $1.72M | Buy |
32,848
+95
| +0.3% | +$4.98K | 0.05% | 394 |
|
|
2023
Q4 | $2.31M | Sell |
32,753
-95
| -0.3% | -$6.69K | 0.06% | 327 |
|
|
2023
Q3 | $1.72M | Sell |
32,848
-4,770
| -13% | -$250K | 0.05% | 394 |
|
|
2023
Q2 | $1.91M | Buy |
37,618
+1,330
| +4% | +$67.4K | 0.04% | 383 |
|
|
2023
Q1 | $1.88M | Buy |
36,288
+1,980
| +6% | +$103K | 0.05% | 359 |
|
|
2022
Q4 | $1.89M | Buy |
+34,308
| New | +$1.89M | 0.05% | 353 |
|