Ethic Inc’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 | $1.87M | Buy |
33,927
+4,157
| +14% | +$229K | 0.03% | 451 |
|
|
2025
Q1 | $1.79M | Sell |
29,770
-1,358
| -4% | -$81.7K | 0.04% | 441 |
|
|
2024
Q4 | $1.99M | Buy |
31,128
+7,341
| +31% | +$470K | 0.04% | 421 |
|
|
2024
Q3 | $1.57M | Buy |
23,787
+207
| +0.9% | +$13.7K | 0.04% | 452 |
|
|
2024
Q2 | $1.43M | Sell |
23,580
-207
| -0.9% | -$12.6K | 0.03% | 474 |
|
|
2024
Q1 | $1.57M | Sell |
23,787
-2,604
| -10% | -$172K | 0.04% | 453 |
|
|
2023
Q4 | $1.83M | Sell |
26,391
-487
| -2% | -$33.7K | 0.05% | 375 |
|
|
2023
Q3 | $1.42M | Buy |
26,878
+7,710
| +40% | +$407K | 0.05% | 386 |
|
|
2023
Q2 | $958K | Sell |
19,168
-4,819
| -20% | -$241K | 0.04% | 467 |
|
|
2023
Q1 | $1.25M | Buy |
23,987
+5,818
| +32% | +$303K | 0.05% | 383 |
|
|
2022
Q4 | $999K | Buy |
+18,169
| New | +$999K | 0.05% | 375 |
|