Rothschild Investment LLC’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 | $125K | Hold |
2,305
| – | – | 0.01% | 594 |
|
|
2025
Q1 | $136K | Buy |
2,305
+5
| +0.2% | +$296 | 0.01% | 573 |
|
|
2024
Q4 | $147K | Hold |
2,300
| – | – | 0.01% | 563 |
|
|
2024
Q3 | $166K | Hold |
2,300
| – | – | 0.01% | 553 |
|
|
2024
Q2 | $138K | Hold |
2,300
| – | – | 0.01% | 563 |
|
|
2024
Q1 | $153K | Hold |
2,300
| – | – | 0.01% | 515 |
|
|
2023
Q4 | $162K | Buy |
+2,300
| New | +$162K | 0.01% | 449 |
|