Creative Planning’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 | $531K | Buy |
9,759
+798
| +9% | +$43.4K | ﹤0.01% | 2416 |
|
|
2025
Q1 | $530K | Buy |
8,961
+1,031
| +13% | +$61K | ﹤0.01% | 2224 |
|
|
2024
Q4 | $508K | Sell |
7,930
-29
| -0.4% | -$1.86K | ﹤0.01% | 2202 |
|
|
2024
Q3 | $573K | Sell |
7,959
-4
| -0.1% | -$288 | ﹤0.01% | 1977 |
|
|
2024
Q2 | $478K | Buy |
7,963
+54
| +0.7% | +$3.24K | ﹤0.01% | 1972 |
|
|
2024
Q1 | $527K | Buy |
7,909
+9
| +0.1% | +$600 | ﹤0.01% | 1811 |
|
|
2023
Q4 | $556K | Buy |
7,900
+171
| +2% | +$12K | ﹤0.01% | 1644 |
|
|
2023
Q3 | $405K | Buy |
7,729
+2
| +0% | +$105 | ﹤0.01% | 1707 |
|
|
2023
Q2 | $392K | Sell |
7,727
-397
| -5% | -$20.1K | ﹤0.01% | 1707 |
|
|
2023
Q1 | $421K | Buy |
8,124
+555
| +7% | +$28.8K | ﹤0.01% | 1574 |
|
|
2022
Q4 | $416K | Buy |
+7,569
| New | +$416K | ﹤0.01% | 1519 |
|