Oak Thistle LLC’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 | – | Sell |
-7,658
| Closed | -$453K | – | 604 |
|
2025
Q1 | $453K | Buy |
+7,658
| New | +$453K | 0.09% | 303 |
|
2024
Q3 | – | Sell |
-3,673
| Closed | -$220K | – | 532 |
|
2024
Q2 | $220K | Buy |
+3,673
| New | +$220K | 0.16% | 264 |
|
2023
Q4 | – | Sell |
-6,743
| Closed | -$353K | – | 649 |
|
2023
Q3 | $353K | Buy |
+6,743
| New | +$353K | 0.1% | 363 |
|