JCM
Janney Capital 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 | $321K | Sell |
5,905
-766
| -11% | -$41.6K | 0.02% | 193 |
|
|
2025
Q1 | $395K | Sell |
6,671
-650
| -9% | -$38.5K | 0.03% | 178 |
|
|
2024
Q4 | $469K | Buy |
7,321
+9
| +0.1% | +$577 | 0.03% | 177 |
|
|
2024
Q3 | $526K | Buy |
+7,312
| New | +$526K | 0.04% | 148 |
|
|
2024
Q2 | – | Sell |
-7,682
| Closed | -$512K | – | 237 |
|
|
2024
Q1 | $512K | Sell |
7,682
-272
| -3% | -$18.1K | 0.03% | 164 |
|
|
2023
Q4 | $560K | Buy |
7,954
+228
| +3% | +$16.1K | 0.04% | 150 |
|
|
2023
Q3 | $405K | Buy |
7,726
+211
| +3% | +$11.1K | 0.03% | 157 |
|
|
2023
Q2 | $381K | Buy |
+7,515
| New | +$381K | 0.03% | 174 |
|
|
2023
Q1 | – | Sell |
-7,510
| Closed | -$413K | – | 263 |
|
|
2022
Q4 | $413K | Buy |
+7,510
| New | +$413K | 0.03% | 169 |
|