Cerity Partners’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 | $710K | Buy |
13,052
+535
| +4% | +$29.1K | ﹤0.01% | 1689 |
|
|
2025
Q1 | $741K | Buy |
12,517
+7,118
| +132% | +$421K | ﹤0.01% | 1557 |
|
|
2024
Q4 | $348K | Buy |
5,399
+395
| +8% | +$25.5K | ﹤0.01% | 1963 |
|
|
2024
Q3 | $360K | Buy |
5,004
+1,111
| +29% | +$80K | ﹤0.01% | 1950 |
|
|
2024
Q2 | $234K | Buy |
3,893
+105
| +3% | +$6.3K | ﹤0.01% | 1948 |
|
|
2024
Q1 | $253K | Buy |
3,788
+717
| +23% | +$47.8K | ﹤0.01% | 1968 |
|
|
2023
Q4 | $216K | Buy |
+3,071
| New | +$216K | ﹤0.01% | 1677 |
|