Envestnet Asset Management’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 | $5.53M | Buy |
101,745
+11,193
| +12% | +$609K | ﹤0.01% | 2135 |
|
|
2025
Q1 | $5.36M | Sell |
90,552
-3,523
| -4% | -$208K | ﹤0.01% | 2072 |
|
|
2024
Q4 | $6.03M | Buy |
94,075
+2,029
| +2% | +$130K | ﹤0.01% | 1981 |
|
|
2024
Q3 | $6.63M | Buy |
92,046
+2,318
| +3% | +$167K | ﹤0.01% | 1918 |
|
|
2024
Q2 | $5.39M | Buy |
89,728
+847
| +1% | +$50.8K | ﹤0.01% | 1980 |
|
|
2024
Q1 | $5.93M | Buy |
88,881
+8,934
| +11% | +$596K | ﹤0.01% | 1862 |
|
|
2023
Q4 | $5.63M | Sell |
79,947
-5,507
| -6% | -$388K | ﹤0.01% | 1812 |
|
|
2023
Q3 | $4.48M | Buy |
85,454
+26,579
| +45% | +$1.39M | ﹤0.01% | 1871 |
|
|
2023
Q2 | $2.98M | Buy |
58,875
+17,733
| +43% | +$899K | ﹤0.01% | 2032 |
|
|
2023
Q1 | $2.13M | Buy |
41,142
+12,520
| +44% | +$649K | ﹤0.01% | 2164 |
|
|
2022
Q4 | $1.57M | Buy |
+28,622
| New | +$1.57M | ﹤0.01% | 2324 |
|