Bell Investment Advisors’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 | $9.57K | Buy |
176
+9
| +5% | +$489 | ﹤0.01% | 688 |
|
|
2025
Q1 | $9.88K | Hold |
167
| – | – | ﹤0.01% | 612 |
|
|
2024
Q4 | $10.7K | Hold |
167
| – | – | ﹤0.01% | 577 |
|
|
2024
Q3 | $12K | Hold |
167
| – | – | ﹤0.01% | 552 |
|
|
2024
Q2 | $10K | Hold |
167
| – | – | ﹤0.01% | 608 |
|
|
2024
Q1 | $11.1K | Hold |
167
| – | – | ﹤0.01% | 545 |
|
|
2023
Q4 | $11.8K | Buy |
167
+6
| +4% | +$423 | ﹤0.01% | 500 |
|
|
2023
Q3 | $8.44K | Sell |
161
-6
| -4% | -$314 | ﹤0.01% | 579 |
|
|
2023
Q2 | $8.46K | Buy |
167
+13
| +8% | +$659 | ﹤0.01% | 580 |
|
|
2023
Q1 | $7.99K | Buy |
154
+19
| +14% | +$985 | ﹤0.01% | 567 |
|
|
2022
Q4 | $7.42K | Buy |
+135
| New | +$7.42K | ﹤0.01% | 610 |
|