Nisa Investment 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
$298K Hold
5,480
﹤0.01% 1117
2025
Q1
$324K Hold
5,480
﹤0.01% 1112
2024
Q4
$351K Hold
5,480
﹤0.01% 1145
2024
Q3
$395K Hold
5,480
﹤0.01% 1115
2024
Q2
$329K Hold
5,480
﹤0.01% 1201
2024
Q1
$365K Hold
5,480
﹤0.01% 1174
2023
Q4
$386K Hold
5,480
﹤0.01% 1123
2023
Q3
$287K Hold
5,480
﹤0.01% 1213
2023
Q2
$278K Sell
5,480
-370
-6% -$18.7K ﹤0.01% 1246
2023
Q1
$303K Hold
5,850
﹤0.01% 1200
2022
Q4
$322K Buy
+5,850
New +$322K ﹤0.01% 1242