Brinker Capital Investments’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 | $889K | Buy |
16,345
+375
| +2% | +$20.4K | 0.01% | 1249 |
|
|
2025
Q1 | $945K | Buy |
15,970
+200
| +1% | +$11.8K | 0.01% | 1112 |
|
|
2024
Q4 | $1.01M | Sell |
15,770
-117
| -0.7% | -$7.49K | 0.01% | 1050 |
|
|
2024
Q3 | $1.14M | Sell |
15,887
-19
| -0.1% | -$1.37K | 0.01% | 984 |
|
|
2024
Q2 | $955K | Buy |
15,906
+1,212
| +8% | +$72.7K | 0.01% | 1018 |
|
|
2024
Q1 | $980K | Sell |
14,694
-803
| -5% | -$53.5K | 0.01% | 995 |
|
|
2023
Q4 | $1.01M | Sell |
15,497
-738
| -5% | -$48.1K | 0.01% | 936 |
|
|
2023
Q3 | $851K | Sell |
16,235
-181
| -1% | -$9.48K | 0.01% | 997 |
|
|
2023
Q2 | $832K | Sell |
16,416
-462
| -3% | -$23.4K | 0.01% | 1024 |
|
|
2023
Q1 | $875K | Sell |
16,878
-151
| -0.9% | -$7.83K | 0.01% | 933 |
|
|
2022
Q4 | $936K | Buy |
+17,029
| New | +$936K | 0.02% | 751 |
|