Commonwealth Equity Services’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
$805K Buy
14,798
+20
+0.1% +$1.09K ﹤0.01% 2756
2025
Q1
$875K Buy
14,778
+723
+5% +$42.8K ﹤0.01% 2569
2024
Q4
$900K Buy
14,055
+92
+0.7% +$5.89K ﹤0.01% 2470
2024
Q3
$1.01M Buy
13,963
+48
+0.3% +$3.46K ﹤0.01% 2338
2024
Q2
$835K Sell
13,915
-347
-2% -$20.8K ﹤0.01% 2418
2024
Q1
$951K Buy
14,262
+68
+0.5% +$4.53K ﹤0.01% 2286
2023
Q4
$1M Sell
14,194
-342
-2% -$24.1K ﹤0.01% 2178
2023
Q3
$762K Sell
14,536
-6,966
-32% -$365K ﹤0.01% 2265
2023
Q2
$1.09M Buy
21,502
+416
+2% +$21.1K ﹤0.01% 2027
2023
Q1
$1.09K Hold
21,086
﹤0.01% 1980
2022
Q4
$1.16M Buy
+21,086
New +$1.16M ﹤0.01% 1880