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 |
|