BCM
Brasada Capital 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 | $1.6M | Sell |
28,114
-1,511
| -5% | -$85.8K | 0.27% | 72 |
|
2025
Q1 | $1.55M | Sell |
29,625
-1,087
| -4% | -$56.9K | 0.31% | 67 |
|
2024
Q4 | $1.92M | Sell |
30,712
-3,259
| -10% | -$204K | 0.34% | 66 |
|
2024
Q3 | $2.41M | Sell |
33,971
-2,588
| -7% | -$184K | 0.42% | 68 |
|
2024
Q2 | $2.2M | Sell |
36,559
-433
| -1% | -$26.1K | 0.38% | 66 |
|
2024
Q1 | $2.47M | Buy |
36,992
+4,692
| +15% | +$313K | 0.44% | 71 |
|
2023
Q4 | $2.28M | Buy |
+32,300
| New | +$2.28M | 0.44% | 64 |
|