Zurich Cantonal Bank’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 | $987K | Sell |
18,158
-579
| -3% | -$31.5K | ﹤0.01% | 1231 |
|
2025
Q1 | $1.11M | Buy |
18,737
+2,661
| +17% | +$157K | ﹤0.01% | 1102 |
|
2024
Q4 | $1.03M | Buy |
16,076
+2,903
| +22% | +$186K | ﹤0.01% | 1171 |
|
2024
Q3 | $948K | Buy |
13,173
+39
| +0.3% | +$2.81K | ﹤0.01% | 1154 |
|
2024
Q2 | $788K | Sell |
13,134
-47
| -0.4% | -$2.82K | ﹤0.01% | 1192 |
|
2024
Q1 | $879K | Sell |
13,181
-700
| -5% | -$46.7K | ﹤0.01% | 1129 |
|
2023
Q4 | $978K | Sell |
13,881
-1,607
| -10% | -$113K | ﹤0.01% | 1083 |
|
2023
Q3 | $811K | Buy |
15,488
+4,069
| +36% | +$213K | ﹤0.01% | 1089 |
|
2023
Q2 | $579K | Hold |
11,419
| – | – | ﹤0.01% | 1261 |
|
2023
Q1 | $592K | Hold |
11,419
| – | – | ﹤0.01% | 1197 |
|
2022
Q4 | $628K | Buy |
+11,419
| New | +$628K | ﹤0.01% | 1124 |
|