Schwartz Investment Counsel’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 |
-97,200
| Closed | -$5.75M | – | 126 |
|
|
2025
Q1 | $5.75M | Hold |
97,200
| – | – | 0.2% | 77 |
|
|
2024
Q4 | $6.23M | Hold |
97,200
| – | – | 0.22% | 76 |
|
|
2024
Q3 | $7M | Hold |
97,200
| – | – | 0.25% | 74 |
|
|
2024
Q2 | $5.83M | Hold |
97,200
| – | – | 0.22% | 77 |
|
|
2024
Q1 | $6.48M | Hold |
97,200
| – | – | 0.24% | 77 |
|
|
2023
Q4 | $6.85M | Hold |
97,200
| – | – | 0.27% | 75 |
|
|
2023
Q3 | $5.09M | Hold |
97,200
| – | – | 0.22% | 76 |
|
|
2023
Q2 | $4.93M | Sell |
97,200
-9,000
| -8% | -$456K | 0.21% | 76 |
|
|
2023
Q1 | $5.51M | Hold |
106,200
| – | – | 0.24% | 76 |
|
|
2022
Q4 | $5.84M | Buy |
+106,200
| New | +$5.84M | 0.27% | 72 |
|