Caldwell Trust’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3K | Hold |
1,040
|
|
||||
|
2025
Q1 | $17.6K | Hold |
1,040
|
|
||||
|
2024
Q4 | $18.7K | Sell |
1,040
-837
|
|
||||
|
2024
Q3 | $28.5K | Hold |
1,877
|
|
||||
|
2024
Q2 | $26.1K | Hold |
1,877
|
|
||||
|
2024
Q1 | $26.2K | Hold |
1,877
|
|
||||
|
2023
Q4 | $20.6K | Hold |
1,877
|
|
||||
|
2023
Q3 | $20.4K | Hold |
1,877
|
|
||||
|
2023
Q2 | $21.8K | Sell |
1,877
-858
|
|
||||
|
2023
Q1 | $31.7K | Hold |
2,735
|
|
||||
|
2022
Q4 | $31.6K | Sell |
2,735
-1,094
|
|
||||
|
2022
Q3 | $39.8K | Sell |
3,829
-547
|
|
||||
|
2022
Q2 | $44.9K | Hold |
4,376
|
|
||||
|
2022
Q1 | $44.3K | Hold |
4,376
|
|
||||
|
2021
Q4 | $51.3K | Hold |
4,376
|
|
||||
|
2021
Q3 | $49.4K | Hold |
4,376
|
|
||||
|
2021
Q2 | $52.1K | Hold |
4,376
|
|
||||
|
2021
Q1 | $52.6K | Hold |
4,376
|
|
||||
|
2020
Q4 | $43.8K | Hold |
4,376
|
|
||||
|
2020
Q3 | $37.4K | Hold |
4,376
|
|
||||
|
2020
Q2 | $36.9K | Hold |
4,376
|
|
||||
|
2020
Q1 | $35.8K | Sell |
4,376
-547
|
|
||||
|
2019
Q4 | $55.6K | Buy |
+4,923
|
|