BWP
BSW Wealth Partners’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
Q1 | – | Sell |
-4,204
| Closed | -$269K | – | 329 |
|
|
2024
Q4 | $269K | Buy |
4,204
+305
| +8% | +$19.5K | 0.04% | 247 |
|
|
2024
Q3 | $281K | Buy |
+3,899
| New | +$281K | 0.04% | 232 |
|
|
2024
Q1 | – | Sell |
-3,174
| Closed | -$224K | – | 320 |
|
|
2023
Q4 | $224K | Buy |
+3,174
| New | +$224K | 0.04% | 248 |
|