Angeles Wealth Management’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	$721K	Buy	34,549 +268	+0.8%	+$5.49K	0.04%	174
2025 Q4	$674K	Buy	34,281 +800	+2%	+$15.7K	0.04%	170
2025 Q3	$596K	Hold	33,481	–	–	0.04%	164
2025 Q2	$558K	Hold	33,481	–	–	0.04%	175
2025 Q1	$566K	Hold	33,481	–	–	0.05%	131
2024 Q4	$603K	Sell	33,481 -26,952	-45%	-$473K	0.05%	128
2024 Q3	$918K	Hold	60,433	–	–	0.08%	92
2024 Q2	$840K	Hold	60,433	–	–	0.08%	88
2024 Q1	$844K	Hold	60,433	–	–	0.08%	84
2023 Q4	$663K	Hold	60,433	–	–	0.08%	91
2023 Q3	$656K	Hold	60,433	–	–	0.09%	79
2023 Q2	$701K	Sell	60,433 -27,618	-31%	-$311K	0.1%	90
2023 Q1	$1.02M	Hold	88,051	–	–	0.15%	68
2022 Q4	$1.02M	Hold	88,051	–	–	0.18%	68
2022 Q3	$916K	Hold	88,051	–	–	0.18%	61
2022 Q2	$904K	Hold	88,051	–	–	0.18%	68
2022 Q1	$892K	Buy	+88,051	New	+$932K	0.17%	70