EverSource Wealth Advisors’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 | $81.8K | Buy |
1,505
+1,398
| +1,307% | +$76K | ﹤0.01% | 1306 |
|
|
2025
Q1 | $6.33K | Buy |
107
+50
| +88% | +$2.96K | ﹤0.01% | 2379 |
|
|
2024
Q4 | $3.65K | Sell |
57
-15
| -21% | -$961 | ﹤0.01% | 2478 |
|
|
2024
Q3 | $5.18K | Buy |
72
+23
| +47% | +$1.66K | ﹤0.01% | 2212 |
|
|
2024
Q2 | $3.12K | Sell |
49
-645
| -93% | -$41.1K | ﹤0.01% | 2397 |
|
|
2024
Q1 | $42.6K | Sell |
694
-865
| -55% | -$53.1K | ﹤0.01% | 1047 |
|
|
2023
Q4 | $110K | Buy |
1,559
+341
| +28% | +$24K | 0.01% | 603 |
|
|
2023
Q3 | $63.8K | Sell |
1,218
-4,135
| -77% | -$217K | 0.01% | 731 |
|
|
2023
Q2 | $271K | Sell |
5,353
-167
| -3% | -$8.46K | 0.03% | 336 |
|
|
2023
Q1 | $286K | Buy |
5,520
+3,482
| +171% | +$181K | 0.04% | 309 |
|
|
2022
Q4 | $112K | Buy |
+2,038
| New | +$112K | 0.02% | 472 |
|