Edgestream Partners’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 | $5.41M | Buy |
+99,579
| New | +$5.41M | 0.15% | 278 |
|
|
2024
Q4 | – | Sell |
-37,744
| Closed | -$2.72M | – | 1092 |
|
|
2024
Q3 | $2.72M | Buy |
37,744
+6,181
| +20% | +$445K | 0.12% | 309 |
|
|
2024
Q2 | $1.89M | Buy |
+31,563
| New | +$1.89M | 0.09% | 355 |
|
|
2023
Q2 | – | Sell |
-5,307
| Closed | -$275K | – | 924 |
|
|
2023
Q1 | $275K | Sell |
5,307
-18,115
| -77% | -$939K | 0.03% | 484 |
|
|
2022
Q4 | $1.29M | Buy |
+23,422
| New | +$1.29M | 0.14% | 220 |
|