BEAM
Baker Ellis Asset Management’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 | $321K | Hold |
5,910
| – | – | 0.04% | 178 |
|
|
2025
Q1 | $350K | Hold |
5,910
| – | – | 0.05% | 170 |
|
|
2024
Q4 | $379K | Buy |
5,910
+600
| +11% | +$38.4K | 0.06% | 164 |
|
|
2024
Q3 | $382K | Hold |
5,310
| – | – | 0.05% | 164 |
|
|
2024
Q2 | $319K | Sell |
5,310
-200
| -4% | -$12K | 0.05% | 172 |
|
|
2024
Q1 | $367K | Hold |
5,510
| – | – | 0.05% | 164 |
|
|
2023
Q4 | $388K | Sell |
5,510
-350
| -6% | -$24.7K | 0.06% | 159 |
|
|
2023
Q3 | $307K | Hold |
5,860
| – | – | 0.06% | 164 |
|
|
2023
Q2 | $297K | Sell |
5,860
-250
| -4% | -$12.7K | 0.05% | 164 |
|
|
2023
Q1 | $317K | Buy |
6,110
+620
| +11% | +$32.1K | 0.06% | 157 |
|
|
2022
Q4 | $302K | Buy |
+5,490
| New | +$302K | 0.06% | 161 |
|