Private Wealth Management Group’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 | $2.18K | Sell |
40
-25
| -38% | -$1.36K | ﹤0.01% | 1058 |
|
|
2025
Q1 | $3.85K | Buy |
65
+42
| +183% | +$2.49K | ﹤0.01% | 821 |
|
|
2024
Q4 | $1.47K | Hold |
23
| – | – | ﹤0.01% | 1203 |
|
|
2024
Q3 | $1.66K | Hold |
23
| – | – | ﹤0.01% | 1136 |
|
|
2024
Q2 | $1.38K | Hold |
23
| – | – | ﹤0.01% | 1181 |
|
|
2024
Q1 | $1.53K | Hold |
23
| – | – | ﹤0.01% | 1093 |
|
|
2023
Q4 | $1.62K | Buy |
+23
| New | +$1.62K | ﹤0.01% | 1070 |
|