LWAM
Legacy Wealth Asset 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 | $507K | Buy |
9,322
+44
| +0.5% | +$2.39K | 0.13% | 250 |
|
|
2025
Q1 | $549K | Buy |
9,278
+78
| +0.8% | +$4.62K | 0.15% | 224 |
|
|
2024
Q4 | $589K | Buy |
9,200
+503
| +6% | +$32.2K | 0.16% | 205 |
|
|
2024
Q3 | $626K | Buy |
8,697
+66
| +0.8% | +$4.75K | 0.17% | 199 |
|
|
2024
Q2 | $518K | Buy |
8,631
+439
| +5% | +$26.3K | 0.15% | 222 |
|
|
2024
Q1 | $546K | Sell |
8,192
-183
| -2% | -$12.2K | 0.15% | 215 |
|
|
2023
Q4 | $590K | Buy |
8,375
+83
| +1% | +$5.85K | 0.19% | 179 |
|
|
2023
Q3 | $434K | Sell |
8,292
-15
| -0.2% | -$786 | 0.16% | 231 |
|
|
2023
Q2 | $421K | Buy |
8,307
+325
| +4% | +$16.5K | 0.15% | 240 |
|
|
2023
Q1 | $414K | Sell |
7,982
-199
| -2% | -$10.3K | 0.15% | 248 |
|
|
2022
Q4 | $450K | Buy |
+8,181
| New | +$450K | 0.17% | 210 |
|