BC
Bruce & Co’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 | $24.6M | Hold |
452,000
| – | – | 7.97% | 2 |
|
|
2025
Q1 | $26.7M | Sell |
452,000
-15,000
| -3% | -$888K | 8.58% | 1 |
|
|
2024
Q4 | $29.9M | Sell |
467,000
-40,550
| -8% | -$2.6M | 9.6% | 1 |
|
|
2024
Q3 | $36.5M | Sell |
507,550
-35,400
| -7% | -$2.55M | 10.64% | 1 |
|
|
2024
Q2 | $32.6M | Buy |
542,950
+49,600
| +10% | +$2.98M | 10.72% | 1 |
|
|
2024
Q1 | $32.9M | Sell |
493,350
-43,000
| -8% | -$2.87M | 10.91% | 1 |
|
|
2023
Q4 | $37.8M | Sell |
536,350
-21,350
| -4% | -$1.5M | 13.18% | 1 |
|
|
2023
Q3 | $29.2M | Sell |
557,700
-82,830
| -13% | -$4.34M | 9.96% | 1 |
|
|
2023
Q2 | $32.5M | Hold |
640,530
| – | – | 9.1% | 2 |
|
|
2023
Q1 | $33.2M | Sell |
640,530
-20,000
| -3% | -$1.04M | 9.05% | 1 |
|
|
2022
Q4 | $36.3M | Buy |
+660,530
| New | +$36.3M | 9.36% | 1 |
|