Wells Fargo’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
$9.75M Buy
179,340
+15,844
+10% +$861K ﹤0.01% 1747
2025
Q1
$9.68M Sell
163,496
-6,197
-4% -$367K ﹤0.01% 1681
2024
Q4
$10.9M Buy
169,693
+27,069
+19% +$1.73M ﹤0.01% 1603
2024
Q3
$10.3M Sell
142,624
-4,171
-3% -$300K ﹤0.01% 1650
2024
Q2
$8.81M Sell
146,795
-8,672
-6% -$520K ﹤0.01% 1690
2024
Q1
$10.4M Sell
155,467
-27,074
-15% -$1.81M ﹤0.01% 1557
2023
Q4
$12.9M Sell
182,541
-22,841
-11% -$1.61M ﹤0.01% 1356
2023
Q3
$10.8M Sell
205,382
-16,647
-7% -$872K ﹤0.01% 1421
2023
Q2
$11.3M Buy
222,029
+12,470
+6% +$632K ﹤0.01% 1457
2023
Q1
$10.9M Sell
209,559
-6,940
-3% -$360K ﹤0.01% 1459
2022
Q4
$11.9M Buy
+216,499
New +$11.9M ﹤0.01% 1362