Oppenheimer Asset Management’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 | $1.79M | Buy |
32,939
+661
| +2% | +$35.9K | 0.02% | 593 |
|
2025
Q1 | $1.91M | Sell |
32,278
-1,984
| -6% | -$117K | 0.02% | 529 |
|
2024
Q4 | $2.19M | Buy |
34,262
+1,836
| +6% | +$118K | 0.03% | 502 |
|
2024
Q3 | $2.33M | Buy |
32,426
+111
| +0.3% | +$7.99K | 0.03% | 496 |
|
2024
Q2 | $1.94M | Buy |
32,315
+2,395
| +8% | +$144K | 0.02% | 530 |
|
2024
Q1 | $2M | Sell |
29,920
-6,710
| -18% | -$447K | 0.03% | 485 |
|
2023
Q4 | $2.58M | Sell |
36,630
-907
| -2% | -$63.9K | 0.04% | 438 |
|
2023
Q3 | $1.97M | Sell |
37,537
-676
| -2% | -$35.4K | 0.03% | 499 |
|
2023
Q2 | $1.94M | Buy |
38,213
+6,899
| +22% | +$350K | 0.03% | 518 |
|
2023
Q1 | $1.62M | Sell |
31,314
-816
| -3% | -$42.3K | 0.03% | 550 |
|
2022
Q4 | $1.77M | Buy |
+32,130
| New | +$1.77M | 0.03% | 518 |
|