Carson Wealth (CWM LLC)’s MDU Resources MDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Sell |
18,839
-22,241
| -54% | -$371K | ﹤0.01% | 1833 |
|
|
2025
Q1 | $695K | Buy |
41,080
+1,779
| +5% | +$30.1K | ﹤0.01% | 1323 |
|
|
2024
Q4 | $708K | Sell |
39,301
-23,941
| -38% | -$431K | ﹤0.01% | 1246 |
|
|
2024
Q3 | $960K | Buy |
63,242
+596
| +1% | +$9.05K | ﹤0.01% | 1057 |
|
|
2024
Q2 | $871K | Buy |
62,646
+17,868
| +40% | +$248K | ﹤0.01% | 968 |
|
|
2024
Q1 | $625K | Sell |
44,778
-2,971
| -6% | -$41.5K | ﹤0.01% | 1048 |
|
|
2023
Q4 | $524K | Buy |
47,749
+1,348
| +3% | +$14.8K | ﹤0.01% | 1042 |
|
|
2023
Q3 | $503K | Buy |
46,401
+13,808
| +42% | +$150K | ﹤0.01% | 973 |
|
|
2023
Q2 | $378K | Sell |
32,593
-4,654
| -12% | -$54K | ﹤0.01% | 1032 |
|
|
2023
Q1 | $432K | Buy |
37,247
+71
| +0.2% | +$823 | ﹤0.01% | 931 |
|
|
2022
Q4 | $429K | Buy |
37,176
+765
| +2% | +$8.83K | ﹤0.01% | 859 |
|
|
2022
Q3 | $379K | Buy |
36,411
+3,430
| +10% | +$35.7K | ﹤0.01% | 826 |
|
|
2022
Q2 | $338K | Sell |
32,981
-2,883
| -8% | -$29.5K | ﹤0.01% | 850 |
|
|
2022
Q1 | $363K | Buy |
35,864
+12,050
| +51% | +$122K | ﹤0.01% | 818 |
|
|
2021
Q4 | $279K | Buy |
+23,814
| New | +$279K | ﹤0.01% | 901 |
|
|
2021
Q2 | $73K | Hold |
6,088
| – | – | ﹤0.01% | 1248 |
|
|
2021
Q1 | $73K | Hold |
6,088
| – | – | ﹤0.01% | 1248 |
|
|
2020
Q4 | $73K | Hold |
6,088
| – | – | ﹤0.01% | 1248 |
|
|
2020
Q3 | $73K | Hold |
6,088
| – | – | ﹤0.01% | 1248 |
|
|
2020
Q2 | $73K | Hold |
6,088
| – | – | ﹤0.01% | 1248 |
|
|
2020
Q1 | $73K | Hold |
6,088
| – | – | ﹤0.01% | 1248 |
|
|
2019
Q4 | $73K | Hold |
6,088
| – | – | ﹤0.01% | 1248 |
|
|
2019
Q3 | $73K | Hold |
6,088
| – | – | ﹤0.01% | 1248 |
|
|
2019
Q2 | $73K | Hold |
6,088
| – | – | ﹤0.01% | 1248 |
|
|
2019
Q1 | $73K | Buy |
6,088
+5,883
| +2,870% | +$70.5K | ﹤0.01% | 1248 |
|
|
2018
Q4 | $2K | Sell |
205
-92
| -31% | -$898 | ﹤0.01% | 1762 |
|
|
2018
Q3 | $3K | Buy |
297
+18
| +6% | +$182 | ﹤0.01% | 1461 |
|
|
2018
Q2 | $3K | Buy |
+279
| New | +$3K | ﹤0.01% | 1297 |
|