Vestmark Advisory Solutions’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
$780K Buy
+14,344
New +$780K 0.01% 538
2023
Q3
Sell
-6,629
Closed -$336K 840
2023
Q2
$336K Buy
6,629
+420
+7% +$21.3K 0.01% 684
2023
Q1
$322K Buy
6,209
+1,959
+46% +$102K 0.01% 681
2022
Q4
$234K Buy
+4,250
New +$234K 0.01% 752