Charles Schwab’s UMH Properties UMH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Buy |
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|
2025
Q1 | $19.1M | Sell |
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|
2024
Q4 | $19.4M | Buy |
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|
2024
Q3 | $18.5M | Buy |
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|
2024
Q2 | $14.1M | Buy |
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|
2024
Q1 | $13.3M | Buy |
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|
2023
Q4 | $12.3M | Buy |
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|
2023
Q3 | $10.4M | Buy |
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|
2023
Q2 | $11.1M | Buy |
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|
2023
Q1 | $9.71M | Buy |
|
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|
2022
Q4 | $10.1M | Buy |
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|
2022
Q3 | $9.68M | Buy |
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|
2022
Q2 | $10.4M | Buy |
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|
2022
Q1 | $13.2M | Buy |
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|
2021
Q4 | $13.7M | Buy |
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|
2021
Q3 | $11.3M | Buy |
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|
2021
Q2 | $10.3M | Buy |
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|
2021
Q1 | $7.97M | Buy |
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|
2020
Q4 | $4.08M | Buy |
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|
2020
Q3 | $3.35M | Buy |
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|
2020
Q2 | $3.15M | Buy |
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|
2020
Q1 | $2.51M | Buy |
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|
2019
Q4 | $3.56M | Buy |
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|
2019
Q3 | $3.02M | Buy |
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|
2019
Q2 | $2.57M | Buy |
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|
2019
Q1 | $2.73M | Buy |
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|
2018
Q4 | $2.22M | Buy |
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|
2018
Q3 | $2.83M | Buy |
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|
2018
Q2 | $2.41M | Buy |
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|
2018
Q1 | $1.96M | Sell |
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|
2017
Q4 | $2.21M | Sell |
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|
2017
Q3 | $6.59M | Buy |
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|
2017
Q2 | $3.59M | Buy |
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|
2017
Q1 | $1.54M | Buy |
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|
2016
Q4 | $765K | Buy |
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|
2016
Q3 | $475K | Hold |
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|
2016
Q2 | $448K | Hold |
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|
2016
Q1 | $395K | Hold |
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|
2015
Q4 | $403K | Hold |
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|
2015
Q3 | $371K | Hold |
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|
2015
Q2 | $391K | Hold |
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|
2015
Q1 | $401K | Hold |
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|
2014
Q4 | $381K | Hold |
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|
2014
Q3 | $379K | Hold |
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|
2014
Q2 | $400K | Hold |
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|
2014
Q1 | $390K | Hold |
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|
2013
Q4 | $375K | Buy |
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|
2013
Q3 | $272K | Hold |
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|
2013
Q2 | $280K | Buy |
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