Corient Private Wealth’s U-Haul Holding Co Series N UHAL.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
20,946
-14,995
| -42% | -$815K | ﹤0.01% | 1359 |
|
|
2025
Q1 | $2.13M | Sell |
35,941
-67,315
| -65% | -$3.98M | ﹤0.01% | 952 |
|
|
2024
Q4 | $6.61M | Sell |
103,256
-6,258
| -6% | -$401K | 0.01% | 622 |
|
|
2024
Q3 | $7.89M | Sell |
109,514
-120,296
| -52% | -$8.66M | 0.01% | 604 |
|
|
2024
Q2 | $13.8M | Sell |
229,810
-2,747
| -1% | -$165K | 0.02% | 456 |
|
|
2024
Q1 | $15.7M | Buy |
232,557
+3,789
| +2% | +$255K | 0.03% | 437 |
|
|
2023
Q4 | $16.1M | Sell |
228,768
-17,194
| -7% | -$1.21M | 0.03% | 426 |
|
|
2023
Q3 | $12.9M | Sell |
245,962
-36,623
| -13% | -$1.92M | 0.03% | 434 |
|
|
2023
Q2 | $14.3M | Buy |
282,585
+818
| +0.3% | +$41.4K | 0.03% | 407 |
|
|
2023
Q1 | $14.6M | Buy |
281,767
+110,619
| +65% | +$5.74M | 0.04% | 366 |
|
|
2022
Q4 | $9.41M | Buy |
+171,148
| New | +$9.41M | 0.03% | 377 |
|