True Wealth Design’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 | $1.36K | Sell |
25
-1
| -4% | -$54 | ﹤0.01% | 1341 |
|
|
2025
Q1 | $1.54K | Buy |
26
+8
| +44% | +$474 | ﹤0.01% | 1102 |
|
|
2024
Q4 | $1.15K | Buy |
18
+2
| +13% | +$128 | ﹤0.01% | 894 |
|
|
2024
Q3 | $1.15K | Hold |
16
| – | – | ﹤0.01% | 938 |
|
|
2024
Q2 | $961 | Buy |
16
+4
| +33% | +$240 | ﹤0.01% | 513 |
|
|
2024
Q1 | $801 | Buy |
12
+5
| +71% | +$334 | ﹤0.01% | 516 |
|
|
2023
Q4 | $494 | Hold |
7
| – | – | ﹤0.01% | 475 |
|
|
2023
Q3 | $367 | Hold |
7
| – | – | ﹤0.01% | 505 |
|
|
2023
Q2 | $355 | Hold |
7
| – | – | ﹤0.01% | 536 |
|
|
2023
Q1 | $363 | Sell |
7
-1
| -13% | -$52 | ﹤0.01% | 599 |
|
|
2022
Q4 | $440 | Buy |
+8
| New | +$440 | ﹤0.01% | 483 |
|