LWM
Lodestone 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 | $959K | Buy |
17,645
+3,989
| +29% | +$217K | 0.47% | 64 |
|
|
2025
Q1 | $808K | Sell |
13,656
-2,814
| -17% | -$167K | 0.43% | 66 |
|
|
2024
Q4 | $1.05M | Buy |
+16,470
| New | +$1.05M | 0.53% | 57 |
|
|
2023
Q2 | – | Sell |
-17,260
| Closed | -$895K | – | 132 |
|
|
2023
Q1 | $895K | Buy |
17,260
+194
| +1% | +$10.1K | 0.69% | 49 |
|
|
2022
Q4 | $938K | Buy |
+17,066
| New | +$938K | 0.76% | 46 |
|