Invesco’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
$9.8M Sell
180,212
-6,854
-4% -$373K ﹤0.01% 1784
2025
Q1
$11.1M Sell
187,066
-3,940
-2% -$233K ﹤0.01% 1738
2024
Q4
$12.2M Buy
191,006
+21,194
+12% +$1.36M ﹤0.01% 1726
2024
Q3
$12.2M Sell
169,812
-123,711
-42% -$8.91M ﹤0.01% 1729
2024
Q2
$17.6M Buy
293,523
+7,539
+3% +$452K ﹤0.01% 1480
2024
Q1
$19.1M Buy
285,984
+55,191
+24% +$3.68M ﹤0.01% 1485
2023
Q4
$16.3M Buy
230,793
+20,070
+10% +$1.41M ﹤0.01% 1527
2023
Q3
$11M Buy
210,723
+58,625
+39% +$3.07M ﹤0.01% 1688
2023
Q2
$7.71M Buy
152,098
+10,174
+7% +$516K ﹤0.01% 1983
2023
Q1
$7.36M Sell
141,924
-119,634
-46% -$6.2M ﹤0.01% 2020
2022
Q4
$14.4M Buy
+261,558
New +$14.4M ﹤0.01% 1572