Sequoia Financial Advisors’s U-Haul Holding Co Series N UHAL.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
5,164
+323
| +7% | +$17.6K | ﹤0.01% | 1289 |
|
|
2025
Q1 | $287K | Sell |
4,841
-84
| -2% | -$4.97K | ﹤0.01% | 1076 |
|
|
2024
Q4 | $315K | Buy |
4,925
+136
| +3% | +$8.71K | ﹤0.01% | 997 |
|
|
2024
Q3 | $345K | Buy |
4,789
+33
| +0.7% | +$2.38K | ﹤0.01% | 909 |
|
|
2024
Q2 | $285K | Buy |
4,756
+3
| +0.1% | +$180 | ﹤0.01% | 909 |
|
|
2024
Q1 | $317K | Sell |
4,753
-8,185
| -63% | -$546K | ﹤0.01% | 829 |
|
|
2023
Q4 | $911K | Buy |
12,938
+8,554
| +195% | +$603K | 0.01% | 550 |
|
|
2023
Q3 | $230K | Sell |
4,384
-6
| -0.1% | -$314 | ﹤0.01% | 799 |
|
|
2023
Q2 | $222K | Sell |
4,390
-41
| -0.9% | -$2.08K | ﹤0.01% | 817 |
|
|
2023
Q1 | $230K | Sell |
4,431
-14
| -0.3% | -$726 | 0.01% | 718 |
|
|
2022
Q4 | $244K | Buy |
+4,445
| New | +$244K | 0.01% | 655 |
|