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 |
|