Parallel 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
$107K Sell
1,961
-9
-0.5% -$489 ﹤0.01% 1323
2025
Q1
$117K Sell
1,970
-7
-0.4% -$414 ﹤0.01% 1211
2024
Q4
$127K Hold
1,977
﹤0.01% 1142
2024
Q3
$142K Sell
1,977
-16
-0.8% -$1.15K ﹤0.01% 1084
2024
Q2
$120K Sell
1,993
-6
-0.3% -$360 ﹤0.01% 1092
2024
Q1
$133K Buy
1,999
+130
+7% +$8.67K ﹤0.01% 1045
2023
Q4
$132K Sell
1,869
-93
-5% -$6.55K ﹤0.01% 994
2023
Q3
$103K Sell
1,962
-45
-2% -$2.36K ﹤0.01% 1070
2023
Q2
$102K Sell
2,007
-27
-1% -$1.37K ﹤0.01% 1060
2023
Q1
$105K Buy
+2,034
New +$105K ﹤0.01% 1031