HighTower 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 | $266K | Buy |
4,896
+1,059
| +28% | +$57.6K | ﹤0.01% | 3019 |
|
|
2025
Q1 | $227K | Sell |
3,837
-156
| -4% | -$9.23K | ﹤0.01% | 3062 |
|
|
2024
Q4 | $256K | Sell |
3,993
-170
| -4% | -$10.9K | ﹤0.01% | 2990 |
|
|
2024
Q3 | $300K | Sell |
4,163
-6
| -0.1% | -$432 | ﹤0.01% | 2808 |
|
|
2024
Q2 | $253K | Sell |
4,169
-841
| -17% | -$51K | ﹤0.01% | 2841 |
|
|
2024
Q1 | $335K | Sell |
5,010
-1,733
| -26% | -$116K | ﹤0.01% | 2582 |
|
|
2023
Q4 | $476K | Buy |
+6,743
| New | +$476K | ﹤0.01% | 2344 |
|