Carson Wealth (CWM LLC)’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 | $56K | Sell |
1,035
-256
| -20% | -$13.9K | ﹤0.01% | 3193 |
|
|
2025
Q1 | $76K | Sell |
1,291
-80
| -6% | -$4.71K | ﹤0.01% | 2652 |
|
|
2024
Q4 | $88K | Buy |
1,371
+74
| +6% | +$4.75K | ﹤0.01% | 2376 |
|
|
2024
Q3 | $93K | Sell |
1,297
-292
| -18% | -$20.9K | ﹤0.01% | 2246 |
|
|
2024
Q2 | $95K | Buy |
1,589
+192
| +14% | +$11.5K | ﹤0.01% | 2000 |
|
|
2024
Q1 | $93K | Buy |
1,397
+23
| +2% | +$1.53K | ﹤0.01% | 1920 |
|
|
2023
Q4 | $97K | Buy |
1,374
+234
| +21% | +$16.5K | ﹤0.01% | 1790 |
|
|
2023
Q3 | $60K | Buy |
1,140
+41
| +4% | +$2.16K | ﹤0.01% | 1958 |
|
|
2023
Q2 | $56K | Buy |
1,099
+22
| +2% | +$1.12K | ﹤0.01% | 1894 |
|
|
2023
Q1 | $56K | Buy |
1,077
+19
| +2% | +$988 | ﹤0.01% | 1797 |
|
|
2022
Q4 | $58K | Buy |
+1,058
| New | +$58K | ﹤0.01% | 1653 |
|