Prestige Wealth Management Group’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$653 Hold
12
﹤0.01% 902
2025
Q1
$711 Hold
12
﹤0.01% 901
2024
Q4
$769 Hold
12
﹤0.01% 918
2024
Q3
$864 Hold
12
﹤0.01% 900
2024
Q2
$721 Hold
12
﹤0.01% 879
2024
Q1
$801 Sell
12
-2
-14% -$134 ﹤0.01% 890
2023
Q4
$987 Sell
14
-22
-61% -$1.55K ﹤0.01% 861
2023
Q3
$1.89K Sell
36
-26
-42% -$1.36K ﹤0.01% 747
2023
Q2
$3.14K Sell
62
-19
-23% -$963 ﹤0.01% 689
2023
Q1
$4.2K Sell
81
-23
-22% -$1.19K ﹤0.01% 614
2022
Q4
$5.72K Buy
+104
New +$5.72K ﹤0.01% 580