First Trust Advisors’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 | $5.29M | Sell |
97,270
-29,783
| -23% | -$1.62M | ﹤0.01% | 1332 |
|
|
2025
Q1 | $7.52M | Sell |
127,053
-88,535
| -41% | -$5.24M | 0.01% | 1147 |
|
|
2024
Q4 | $13.8M | Sell |
215,588
-212,278
| -50% | -$13.6M | 0.01% | 971 |
|
|
2024
Q3 | $30.8M | Buy |
427,866
+52,610
| +14% | +$3.79M | 0.03% | 652 |
|
|
2024
Q2 | $22.5M | Buy |
375,256
+137,538
| +58% | +$8.26M | 0.02% | 748 |
|
|
2024
Q1 | $15.9M | Buy |
237,718
+159,235
| +203% | +$10.6M | 0.02% | 875 |
|
|
2023
Q4 | $5.53M | Buy |
+78,483
| New | +$5.53M | 0.01% | 1211 |
|