JFS Wealth 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 | $5.06K | Sell |
93
-32
| -26% | -$1.74K | ﹤0.01% | 1086 |
|
|
2025
Q1 | $7.4K | Sell |
125
-11
| -8% | -$651 | ﹤0.01% | 982 |
|
|
2024
Q4 | $8.71K | Sell |
136
-7
| -5% | -$448 | ﹤0.01% | 890 |
|
|
2024
Q3 | $10.3K | Buy |
143
+11
| +8% | +$792 | ﹤0.01% | 841 |
|
|
2024
Q2 | $7.92K | Hold |
132
| – | – | ﹤0.01% | 870 |
|
|
2024
Q1 | $8.8K | Buy |
132
+16
| +14% | +$1.07K | ﹤0.01% | 865 |
|
|
2023
Q4 | $8.17K | Sell |
116
-40
| -26% | -$2.82K | ﹤0.01% | 845 |
|
|
2023
Q3 | $8.17K | Buy |
156
+22
| +16% | +$1.15K | ﹤0.01% | 795 |
|
|
2023
Q2 | $6.79K | Buy |
134
+22
| +20% | +$1.12K | ﹤0.01% | 877 |
|
|
2023
Q1 | $5.81K | Sell |
112
-53
| -32% | -$2.75K | ﹤0.01% | 927 |
|
|
2022
Q4 | $9.07K | Buy |
+165
| New | +$9.07K | ﹤0.01% | 751 |
|