SAM
Stansberry Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-165,202
| Closed | -$8.65M | – | 120 |
|
|
2023
Q3 | $8.65M | Buy |
165,202
+3,136
| +2% | +$164K | 1.51% | 22 |
|
|
2023
Q2 | $8.21M | Sell |
162,066
-25,329
| -14% | -$1.28M | 1.5% | 21 |
|
|
2023
Q1 | $9.72M | Buy |
187,395
+11,872
| +7% | +$616K | 1.88% | 17 |
|
|
2022
Q4 | $9.65M | Buy |
+175,523
| New | +$9.65M | 1.99% | 18 |
|