Punch & Associates Investment 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
Q1 | – | Sell |
-88,265
| Closed | -$5.65M | – | 174 |
|
|
2024
Q4 | $5.65M | Sell |
88,265
-73,253
| -45% | -$4.69M | 0.31% | 113 |
|
|
2024
Q3 | $11.6M | Buy |
161,518
+1,442
| +0.9% | +$104K | 0.64% | 59 |
|
|
2024
Q2 | $9.61M | Buy |
160,076
+1,911
| +1% | +$115K | 0.56% | 73 |
|
|
2024
Q1 | $10.5M | Buy |
158,165
+3,312
| +2% | +$221K | 0.6% | 66 |
|
|
2023
Q4 | $10.9M | Sell |
154,853
-3,983
| -3% | -$281K | 0.64% | 60 |
|
|
2023
Q3 | $8.32M | Sell |
158,836
-1,374
| -0.9% | -$72K | 0.53% | 80 |
|
|
2023
Q2 | $8.12M | Sell |
160,210
-319
| -0.2% | -$16.2K | 0.49% | 89 |
|
|
2023
Q1 | $8.32M | Sell |
160,529
-263
| -0.2% | -$13.6K | 0.54% | 82 |
|
|
2022
Q4 | $8.84M | Buy |
+160,792
| New | +$8.84M | 0.57% | 72 |
|