FCI
Financial Counselors 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 | – | Sell |
-146,540
| Closed | -$8.67M | – | 492 |
|
|
2025
Q1 | $8.67M | Sell |
146,540
-6,477
| -4% | -$383K | 0.13% | 153 |
|
|
2024
Q4 | $9.8M | Sell |
153,017
-70
| -0% | -$4.48K | 0.14% | 146 |
|
|
2024
Q3 | $11M | Buy |
153,087
+406
| +0.3% | +$29.2K | 0.16% | 139 |
|
|
2024
Q2 | $9.16M | Buy |
152,681
+6,784
| +5% | +$407K | 0.15% | 143 |
|
|
2024
Q1 | $9.73M | Buy |
145,897
+3,550
| +2% | +$237K | 0.16% | 140 |
|
|
2023
Q4 | $10M | Sell |
142,347
-622
| -0.4% | -$43.8K | 0.18% | 136 |
|
|
2023
Q3 | $7.49M | Buy |
142,969
+442
| +0.3% | +$23.2K | 0.15% | 146 |
|
|
2023
Q2 | $7.22M | Buy |
142,527
+3,095
| +2% | +$157K | 0.15% | 146 |
|
|
2023
Q1 | $7.23M | Buy |
139,432
+2,896
| +2% | +$150K | 0.16% | 144 |
|
|
2022
Q4 | $7.51M | Buy |
+136,536
| New | +$7.51M | 0.17% | 142 |
|