Roundview Capital’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 |
-5,454
| Closed | -$349K | – | 342 |
|
|
2024
Q4 | $349K | Hold |
5,454
| – | – | 0.02% | 290 |
|
|
2024
Q3 | $393K | Sell |
5,454
-8,559
| -61% | -$616K | 0.03% | 290 |
|
|
2024
Q2 | $841K | Sell |
14,013
-1,782
| -11% | -$107K | 0.07% | 218 |
|
|
2024
Q1 | $1.05M | Hold |
15,795
| – | – | 0.09% | 203 |
|
|
2023
Q4 | $1.11M | Sell |
15,795
-162
| -1% | -$11.4K | 0.1% | 180 |
|
|
2023
Q3 | $836K | Hold |
15,957
| – | – | 0.08% | 208 |
|
|
2023
Q2 | $809K | Hold |
15,957
| – | – | 0.08% | 215 |
|
|
2023
Q1 | $827K | Hold |
15,957
| – | – | 0.09% | 203 |
|
|
2022
Q4 | $877K | Buy |
+15,957
| New | +$877K | 0.1% | 195 |
|