Advisory Services Network’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $641K | Buy |
+30,956
| New | +$634K | 0.01% | 1141 |
|
|
2025
Q4 | – | Sell |
-7,957
| Closed | -$142K | – | 3283 |
|
|
2025
Q3 | $142K | Buy |
+7,957
| New | +$133K | ﹤0.01% | 1879 |
|
|
2024
Q1 | – | Sell |
-9,458
| Closed | -$104K | – | 2762 |
|
|
2023
Q4 | $104K | Buy |
+9,458
| New | +$99.8K | ﹤0.01% | 1629 |
|
|
2023
Q2 | – | Sell |
-9,105
| Closed | -$106K | – | 2737 |
|
|
2023
Q1 | $106K | Hold |
9,105
| – | – | ﹤0.01% | 1619 |
|
|
2022
Q4 | $105K | Buy |
+9,105
| New | +$102K | ﹤0.01% | 1588 |
|
|
2021
Q3 | – | Sell |
-7,224
| Closed | -$86K | – | 2487 |
|
|
2021
Q2 | $86K | Buy |
+7,224
| New | +$90.5K | ﹤0.01% | 1696 |
|
|
2021
Q1 | – | Sell |
-3,398
| Closed | -$34K | – | 2419 |
|
|
2020
Q4 | $34K | Sell |
3,398
-2,472
| -42% | -$23.1K | ﹤0.01% | 1875 |
|
|
2020
Q3 | $50K | Buy |
+5,870
| New | +$50.4K | ﹤0.01% | 1591 |
|
|
2020
Q2 | – | Sell |
-3,695
| Closed | -$31K | – | 2060 |
|
|
2020
Q1 | $31K | Sell |
3,695
-1,544
| -29% | -$16.3K | ﹤0.01% | 1620 |
|
|
2019
Q4 | $59K | Buy |
5,239
+1,086
| +26% | +$11.9K | ﹤0.01% | 1415 |
|
|
2019
Q3 | $40K | Hold |
4,153
| – | – | ﹤0.01% | 1476 |
|
|
2019
Q2 | $40K | Hold |
4,153
| – | – | ﹤0.01% | 1474 |
|
|
2019
Q1 | $40K | Sell |
4,153
-65,889
| -94% | -$640K | ﹤0.01% | 1325 |
|
|
2018
Q4 | $635K | Buy |
70,042
+1,799
| +3% | +$17.6K | 0.06% | 421 |
|
|
2018
Q3 | $667K | Buy |
68,243
+1,962
| +3% | +$21K | 0.05% | 452 |
|
|
2018
Q2 | $725K | Buy |
66,281
+1,494
| +2% | +$15.9K | 0.06% | 429 |
|
|
2018
Q1 | $694K | Buy |
64,787
+7,371
| +13% | +$74.8K | 0.06% | 433 |
|
|
2017
Q4 | $587K | Buy |
+57,416
| New | +$588K | 0.05% | 432 |
|
|
2015
Q3 | – | Sell |
-5,326
| Closed | -$39K | – | 1566 |
|
|
2015
Q2 | $39K | Hold |
5,326
| – | – | 0.01% | 563 |
|
|
2015
Q1 | $45K | Hold |
5,326
| – | – | 0.01% | 522 |
|
|
2014
Q4 | $48K | Buy |
+5,326
| New | +$51.4K | 0.02% | 433 |
|
Other funds holding MDU
VPM
VCM