Asset Management One’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
116,815
+8,497
| +8% | +$143K | 0.01% | 703 |
|
|
2025
Q1 | $2.03M | Buy |
108,318
+7,150
| +7% | +$134K | 0.01% | 718 |
|
|
2024
Q4 | $1.9M | Buy |
101,168
+4,000
| +4% | +$75K | 0.01% | 748 |
|
|
2024
Q3 | $1.91M | Buy |
97,168
+3,125
| +3% | +$61.5K | 0.01% | 748 |
|
|
2024
Q2 | $1.5M | Buy |
94,043
+2,292
| +2% | +$36.6K | 0.01% | 753 |
|
|
2024
Q1 | $1.49M | Sell |
91,751
-2,566
| -3% | -$41.7K | 0.01% | 772 |
|
|
2023
Q4 | $1.47M | Buy |
94,317
+4,068
| +5% | +$63.3K | 0.01% | 781 |
|
|
2023
Q3 | $1.27M | Sell |
90,249
-947
| -1% | -$13.3K | 0.01% | 797 |
|
|
2023
Q2 | $1.46M | Buy |
91,196
+4,915
| +6% | +$78.5K | 0.01% | 803 |
|
|
2023
Q1 | $1.28M | Buy |
86,281
+3,986
| +5% | +$59K | 0.01% | 807 |
|
|
2022
Q4 | $1.34M | Buy |
82,295
+4,156
| +5% | +$67.7K | 0.01% | 805 |
|
|
2022
Q3 | $1.26M | Buy |
78,139
+1,901
| +2% | +$30.7K | 0.01% | 802 |
|
|
2022
Q2 | $1.35M | Buy |
76,238
+8,764
| +13% | +$155K | 0.01% | 812 |
|
|
2022
Q1 | $1.66M | Sell |
67,474
-4,851
| -7% | -$119K | 0.01% | 807 |
|
|
2021
Q4 | $1.93M | Buy |
72,325
+6,139
| +9% | +$164K | 0.01% | 803 |
|
|
2021
Q3 | $1.52M | Sell |
66,186
-2,461
| -4% | -$56.3K | 0.01% | 829 |
|
|
2021
Q2 | $1.5M | Sell |
68,647
-2,741
| -4% | -$59.8K | 0.01% | 835 |
|
|
2021
Q1 | $1.37M | Buy |
71,388
+5,555
| +8% | +$106K | 0.01% | 832 |
|
|
2020
Q4 | $969K | Buy |
65,833
+516
| +0.8% | +$7.6K | ﹤0.01% | 857 |
|
|
2020
Q3 | $885K | Buy |
65,317
+4,065
| +7% | +$55.1K | ﹤0.01% | 846 |
|
|
2020
Q2 | $792K | Sell |
61,252
-1,644
| -3% | -$21.3K | ﹤0.01% | 848 |
|
|
2020
Q1 | $683K | Sell |
62,896
-10,720
| -15% | -$116K | ﹤0.01% | 854 |
|
|
2019
Q4 | $1.16M | Buy |
73,616
+2,355
| +3% | +$37K | 0.01% | 854 |
|
|
2019
Q3 | $1M | Sell |
71,261
-1,942
| -3% | -$27.3K | ﹤0.01% | 871 |
|
|
2019
Q2 | $909K | Buy |
73,203
+2,514
| +4% | +$31.2K | ﹤0.01% | 904 |
|
|
2019
Q1 | $994K | Buy |
70,689
+8,863
| +14% | +$125K | 0.01% | 875 |
|
|
2018
Q4 | $718K | Sell |
61,826
-8,575
| -12% | -$99.6K | ﹤0.01% | 908 |
|
|
2018
Q3 | $1.09M | Buy |
70,401
+7,427
| +12% | +$115K | ﹤0.01% | 884 |
|
|
2018
Q2 | $949K | Buy |
62,974
+371
| +0.6% | +$5.59K | ﹤0.01% | 923 |
|
|
2018
Q1 | $839K | Buy |
62,603
+527
| +0.8% | +$7.06K | ﹤0.01% | 904 |
|
|
2017
Q4 | $929K | Buy |
62,076
+870
| +1% | +$13K | ﹤0.01% | 907 |
|
|
2017
Q3 | $950K | Buy |
61,206
+3,150
| +5% | +$48.9K | ﹤0.01% | 889 |
|
|
2017
Q2 | $989K | Sell |
58,056
-3,360
| -5% | -$57.2K | ﹤0.01% | 850 |
|
|
2017
Q1 | $922K | Buy |
61,416
+7,302
| +13% | +$110K | ﹤0.01% | 859 |
|
|
2016
Q4 | $804K | Sell |
54,114
-5,467
| -9% | -$81.2K | ﹤0.01% | 837 |
|
|
2016
Q3 | $710K | Buy |
59,581
+1,820
| +3% | +$21.7K | 0.01% | 954 |
|
|
2016
Q2 | $639K | Hold |
57,761
| – | – | 0.01% | 989 |
|
|
2016
Q1 | $577K | Hold |
57,761
| – | – | 0.01% | 1037 |
|
|
2015
Q4 | $590K | Buy |
57,761
+1,350
| +2% | +$13.8K | 0.01% | 1028 |
|
|
2015
Q3 | $518K | Sell |
56,411
-1,480
| -3% | -$13.6K | 0.01% | 1053 |
|
|
2015
Q2 | $571K | Buy |
57,891
+1,870
| +3% | +$18.4K | 0.01% | 1066 |
|
|
2015
Q1 | $574K | Hold |
56,021
| – | – | 0.01% | 1063 |
|
|
2014
Q4 | $536K | Sell |
56,021
-3,098
| -5% | -$29.6K | 0.01% | 1009 |
|
|
2014
Q3 | $559K | Buy |
59,119
+461
| +0.8% | +$4.36K | 0.01% | 992 |
|
|
2014
Q2 | $587K | Hold |
58,658
| – | – | 0.01% | 911 |
|
|
2014
Q1 | $568K | Hold |
58,658
| – | – | 0.01% | 893 |
|
|
2013
Q4 | $547K | Hold |
58,658
| – | – | 0.01% | 912 |
|
|
2013
Q3 | $585K | Buy |
58,658
+2,050
| +4% | +$20.4K | 0.01% | 888 |
|
|
2013
Q2 | $576K | Buy |
+56,608
| New | +$576K | 0.01% | 827 |
|