VWA
Valued Wealth 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 | $110 | Hold |
2
| – | – | ﹤0.01% | 605 |
|
|
2025
Q1 | $119 | Hold |
2
| – | – | ﹤0.01% | 634 |
|
|
2024
Q4 | $129 | Hold |
2
| – | – | ﹤0.01% | 629 |
|
|
2024
Q3 | $145 | Hold |
2
| – | – | ﹤0.01% | 608 |
|
|
2024
Q2 | $121 | Hold |
2
| – | – | ﹤0.01% | 588 |
|
|
2024
Q1 | $134 | Buy |
+2
| New | +$134 | ﹤0.01% | 580 |
|