O'Shaughnessy 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 | $423K | Sell |
7,786
-1,225
| -14% | -$66.6K | ﹤0.01% | 1469 |
|
|
2025
Q1 | $533K | Buy |
9,011
+808
| +10% | +$47.8K | ﹤0.01% | 1287 |
|
|
2024
Q4 | $525K | Buy |
8,203
+720
| +10% | +$46.1K | ﹤0.01% | 1263 |
|
|
2024
Q3 | $509K | Buy |
7,483
+2,291
| +44% | +$156K | ﹤0.01% | 1226 |
|
|
2024
Q2 | $312K | Buy |
5,192
+309
| +6% | +$18.5K | ﹤0.01% | 1348 |
|
|
2024
Q1 | $326K | Buy |
4,883
+39
| +0.8% | +$2.6K | ﹤0.01% | 1277 |
|
|
2023
Q4 | $341K | Buy |
4,844
+295
| +6% | +$20.8K | ﹤0.01% | 1163 |
|
|
2023
Q3 | $238K | Buy |
+4,549
| New | +$238K | ﹤0.01% | 1212 |
|
|
2023
Q2 | – | Sell |
-4,635
| Closed | -$240K | – | 1582 |
|
|
2023
Q1 | $240K | Sell |
4,635
-126
| -3% | -$6.53K | ﹤0.01% | 1139 |
|
|
2022
Q4 | $262K | Buy |
+4,761
| New | +$262K | ﹤0.01% | 1021 |
|