Principia Wealth Advisory’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	-3	Closed	-$172	–	1008
2025 Q1	$172	Sell	3 -6	-67%	-$344	﹤0.01%	783
2024 Q4	$576	Buy	+9	New	+$576	﹤0.01%	503