Bank of Montreal’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 | $398K | Buy |
7,317
+111
| +2% | +$6.04K | ﹤0.01% | 2141 |
|
|
2025
Q1 | $426K | Buy |
7,206
+15
| +0.2% | +$888 | ﹤0.01% | 2053 |
|
|
2024
Q4 | $461K | Sell |
7,191
-310
| -4% | -$19.9K | ﹤0.01% | 2010 |
|
|
2024
Q3 | $542K | Buy |
7,501
+319
| +4% | +$23.1K | ﹤0.01% | 2087 |
|
|
2024
Q2 | $435K | Buy |
7,182
+544
| +8% | +$32.9K | ﹤0.01% | 2232 |
|
|
2024
Q1 | $444K | Sell |
6,638
-531
| -7% | -$35.5K | ﹤0.01% | 2239 |
|
|
2023
Q4 | $509K | Sell |
7,169
-69
| -1% | -$4.9K | ﹤0.01% | 2107 |
|
|
2023
Q3 | $359K | Sell |
7,238
-339
| -4% | -$16.8K | ﹤0.01% | 2302 |
|
|
2023
Q2 | $376K | Sell |
7,577
-6,844
| -47% | -$339K | ﹤0.01% | 2432 |
|
|
2023
Q1 | $748K | Sell |
14,421
-283
| -2% | -$14.7K | ﹤0.01% | 1995 |
|
|
2022
Q4 | $828K | Buy |
+14,704
| New | +$828K | ﹤0.01% | 1954 |
|