Chemistry Wealth Management’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 | $2.11M | Buy |
38,872
+1,673
| +4% | +$91K | 0.45% | 36 |
|
|
2025
Q1 | $2.2M | Buy |
37,199
+1,111
| +3% | +$65.8K | 0.51% | 32 |
|
|
2024
Q4 | $2.31M | Buy |
36,088
+537
| +2% | +$34.4K | 0.54% | 31 |
|
|
2024
Q3 | $2.56M | Buy |
35,551
+1,961
| +6% | +$141K | 0.61% | 30 |
|
|
2024
Q2 | $2.02M | Buy |
33,590
+3,949
| +13% | +$237K | 0.52% | 37 |
|
|
2024
Q1 | $1.98M | Buy |
29,641
+4,000
| +16% | +$267K | 0.53% | 35 |
|
|
2023
Q4 | $1.81M | Buy |
25,641
+1,728
| +7% | +$122K | 0.55% | 34 |
|
|
2023
Q3 | $1.25M | Sell |
23,913
-149
| -0.6% | -$7.81K | 0.41% | 41 |
|
|
2023
Q2 | $1.22M | Buy |
24,062
+3,569
| +17% | +$181K | 0.4% | 45 |
|
|
2023
Q1 | $1.06M | Buy |
+20,493
| New | +$1.06M | 0.37% | 48 |
|