UBS Group’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 | $10.8M | Buy |
198,546
+16,860
| +9% | +$917K | ﹤0.01% | 2358 |
|
2025
Q1 | $10.8M | Buy |
181,686
+58,398
| +47% | +$3.46M | ﹤0.01% | 2296 |
|
2024
Q4 | $7.9M | Buy |
123,288
+59,970
| +95% | +$3.84M | ﹤0.01% | 2568 |
|
2024
Q3 | $4.56M | Buy |
63,318
+951
| +2% | +$68.5K | ﹤0.01% | 2356 |
|
2024
Q2 | $3.74M | Sell |
62,367
-764
| -1% | -$45.9K | ﹤0.01% | 2343 |
|
2024
Q1 | $4.21M | Sell |
63,131
-33,243
| -34% | -$2.22M | ﹤0.01% | 2351 |
|
2023
Q4 | $6.79M | Buy |
96,374
+392
| +0.4% | +$27.6K | ﹤0.01% | 1732 |
|
2023
Q3 | $5.03M | Buy |
95,982
+24,718
| +35% | +$1.29M | ﹤0.01% | 1844 |
|
2023
Q2 | $3.61M | Buy |
71,264
+24,373
| +52% | +$1.23M | ﹤0.01% | 2167 |
|
2023
Q1 | $2.43M | Sell |
46,891
-6,246
| -12% | -$324K | ﹤0.01% | 2422 |
|
2022
Q4 | $2.92M | Buy |
+53,137
| New | +$2.92M | ﹤0.01% | 2250 |
|