ViaWealth’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 | $330K | Sell |
6,064
-308
| -5% | -$16.7K | 0.19% | 129 |
|
|
2025
Q1 | $377K | Sell |
6,372
-789
| -11% | -$46.7K | 0.23% | 116 |
|
|
2024
Q4 | $459K | Sell |
7,161
-547
| -7% | -$35K | 0.28% | 104 |
|
|
2024
Q3 | $555K | Hold |
7,708
| – | – | 0.32% | 99 |
|
|
2024
Q2 | $463K | Hold |
7,708
| – | – | 0.29% | 105 |
|
|
2024
Q1 | $514K | Buy |
7,708
+555
| +8% | +$37K | 0.32% | 97 |
|
|
2023
Q4 | $504K | Hold |
7,153
| – | – | 0.35% | 99 |
|
|
2023
Q3 | $375K | Hold |
7,153
| – | – | 0.28% | 117 |
|
|
2023
Q2 | $362K | Sell |
7,153
-30
| -0.4% | -$1.52K | 0.27% | 119 |
|
|
2023
Q1 | $372K | Hold |
7,183
| – | – | 0.3% | 115 |
|
|
2022
Q4 | $418K | Buy |
+7,183
| New | +$418K | 0.34% | 104 |
|