DIS
Diversified Investment Strategies’s U-Haul Holding Co Series N UHAL.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.39M | Buy |
80,666
+150
| +0.2% | +$8.16K | 2.97% | 13 |
|
2025
Q1 | $4.76M | Sell |
80,516
-130
| -0.2% | -$7.69K | 3.24% | 8 |
|
2024
Q4 | $5.17M | Buy |
80,646
+275
| +0.3% | +$17.6K | 3.37% | 9 |
|
2024
Q3 | $5.79M | Sell |
80,371
-1,130
| -1% | -$81.4K | 3.82% | 7 |
|
2024
Q2 | $4.89M | Sell |
81,501
-2,790
| -3% | -$167K | 3.42% | 8 |
|
2024
Q1 | $5.62M | Sell |
84,291
-370
| -0.4% | -$24.7K | 3.78% | 8 |
|
2023
Q4 | $5.96M | Sell |
84,661
-3,165
| -4% | -$223K | 4.37% | 6 |
|
2023
Q3 | $4.46M | Buy |
87,826
+835
| +1% | +$42.4K | 3.38% | 11 |
|
2023
Q2 | $4.41M | Buy |
86,991
+1,360
| +2% | +$68.9K | 3.26% | 11 |
|
2023
Q1 | $4.44M | Buy |
85,631
+282
| +0.3% | +$14.6K | 3.16% | 11 |
|
2022
Q4 | $4.69M | Buy |
+85,349
| New | +$4.69M | 3.64% | 8 |
|