IFWM
Institute for Wealth 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 | $819K | Sell |
15,072
-274
| -2% | -$14.9K | 0.09% | 229 |
|
|
2025
Q1 | $908K | Buy |
15,346
+27
| +0.2% | +$1.6K | 0.12% | 198 |
|
|
2024
Q4 | $981K | Buy |
15,319
+783
| +5% | +$50.2K | 0.12% | 174 |
|
|
2024
Q3 | $1.05M | Sell |
14,536
-233
| -2% | -$16.8K | 0.13% | 168 |
|
|
2024
Q2 | $886K | Buy |
14,769
+705
| +5% | +$42.3K | 0.12% | 180 |
|
|
2024
Q1 | $938K | Sell |
14,064
-145
| -1% | -$9.67K | 0.12% | 176 |
|
|
2023
Q4 | $1M | Buy |
14,209
+1,835
| +15% | +$129K | 0.16% | 148 |
|
|
2023
Q3 | $648K | Sell |
12,374
-20
| -0.2% | -$1.05K | 0.12% | 206 |
|
|
2023
Q2 | $628K | Buy |
12,394
+17
| +0.1% | +$861 | 0.11% | 215 |
|
|
2023
Q1 | $642K | Sell |
12,377
-180
| -1% | -$9.33K | 0.12% | 208 |
|
|
2022
Q4 | $690K | Buy |
+12,557
| New | +$690K | 0.15% | 193 |
|