Greenleaf Trust’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 | $690K | Sell |
12,689
-2,188
| -15% | -$119K | 0.01% | 412 |
|
|
2025
Q1 | $880K | Hold |
14,877
| – | – | 0.01% | 360 |
|
|
2024
Q4 | $953K | Sell |
14,877
-73
| -0.5% | -$4.68K | 0.01% | 335 |
|
|
2024
Q3 | $1.08M | Sell |
14,950
-48
| -0.3% | -$3.46K | 0.01% | 315 |
|
|
2024
Q2 | $900K | Hold |
14,998
| – | – | 0.01% | 319 |
|
|
2024
Q1 | $1M | Sell |
14,998
-2,725
| -15% | -$182K | 0.01% | 302 |
|
|
2023
Q4 | $1.25M | Hold |
17,723
| – | – | 0.01% | 257 |
|
|
2023
Q3 | $929K | Sell |
17,723
-552
| -3% | -$28.9K | 0.01% | 285 |
|
|
2023
Q2 | $926K | Sell |
18,275
-9,018
| -33% | -$457K | 0.01% | 299 |
|
|
2023
Q1 | $1.42M | Sell |
27,293
-85
| -0.3% | -$4.41K | 0.02% | 219 |
|
|
2022
Q4 | $1.51M | Buy |
+27,378
| New | +$1.51M | 0.02% | 191 |
|