FFM
Forum Financial 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 | $297K | Buy |
5,464
+437
| +9% | +$23.8K | ﹤0.01% | 675 |
|
|
2025
Q1 | $297K | Buy |
+5,027
| New | +$297K | ﹤0.01% | 596 |
|
|
2024
Q4 | – | Sell |
-3,831
| Closed | -$276K | – | 961 |
|
|
2024
Q3 | $276K | Buy |
3,831
+4
| +0.1% | +$288 | ﹤0.01% | 555 |
|
|
2024
Q2 | $230K | Buy |
3,827
+6
| +0.2% | +$360 | ﹤0.01% | 603 |
|
|
2024
Q1 | $255K | Sell |
3,821
-325
| -8% | -$21.7K | ﹤0.01% | 581 |
|
|
2023
Q4 | $292K | Hold |
4,146
| – | – | 0.01% | 466 |
|
|
2023
Q3 | $217K | Hold |
4,146
| – | – | ﹤0.01% | 554 |
|
|
2023
Q2 | $210K | Hold |
4,146
| – | – | ﹤0.01% | 592 |
|
|
2023
Q1 | $215K | Buy |
+4,146
| New | +$215K | 0.01% | 530 |
|