Charles Schwab’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 | $18.9M | Buy |
1,126,243
+104,717
| +10% | +$1.76M | ﹤0.01% | 1706 |
|
|
2025
Q1 | $19.1M | Sell |
1,021,526
-6,857
| -0.7% | -$128K | ﹤0.01% | 1662 |
|
|
2024
Q4 | $19.4M | Buy |
1,028,383
+87,591
| +9% | +$1.65M | ﹤0.01% | 1716 |
|
|
2024
Q3 | $18.5M | Buy |
940,792
+56,662
| +6% | +$1.11M | ﹤0.01% | 1734 |
|
|
2024
Q2 | $14.1M | Buy |
884,130
+66,010
| +8% | +$1.06M | ﹤0.01% | 1868 |
|
|
2024
Q1 | $13.3M | Buy |
818,120
+17,551
| +2% | +$285K | ﹤0.01% | 1836 |
|
|
2023
Q4 | $12.3M | Buy |
800,569
+57,721
| +8% | +$884K | ﹤0.01% | 1878 |
|
|
2023
Q3 | $10.4M | Buy |
742,848
+46,291
| +7% | +$649K | ﹤0.01% | 1886 |
|
|
2023
Q2 | $11.1M | Buy |
696,557
+40,369
| +6% | +$645K | ﹤0.01% | 1867 |
|
|
2023
Q1 | $9.71M | Buy |
656,188
+29,192
| +5% | +$432K | ﹤0.01% | 1891 |
|
|
2022
Q4 | $10.1M | Buy |
626,996
+27,604
| +5% | +$444K | ﹤0.01% | 1843 |
|
|
2022
Q3 | $9.68M | Buy |
599,392
+12,098
| +2% | +$195K | ﹤0.01% | 1851 |
|
|
2022
Q2 | $10.4M | Buy |
587,294
+48,962
| +9% | +$865K | ﹤0.01% | 1821 |
|
|
2022
Q1 | $13.2M | Buy |
538,332
+36,635
| +7% | +$901K | ﹤0.01% | 1795 |
|
|
2021
Q4 | $13.7M | Buy |
501,697
+9,840
| +2% | +$269K | ﹤0.01% | 1826 |
|
|
2021
Q3 | $11.3M | Buy |
491,857
+17,899
| +4% | +$410K | ﹤0.01% | 1935 |
|
|
2021
Q2 | $10.3M | Buy |
473,958
+58,379
| +14% | +$1.27M | ﹤0.01% | 1980 |
|
|
2021
Q1 | $7.97M | Buy |
415,579
+140,240
| +51% | +$2.69M | ﹤0.01% | 2073 |
|
|
2020
Q4 | $4.08M | Buy |
275,339
+27,866
| +11% | +$413K | ﹤0.01% | 2319 |
|
|
2020
Q3 | $3.35M | Buy |
247,473
+3,911
| +2% | +$53K | ﹤0.01% | 2271 |
|
|
2020
Q2 | $3.15M | Buy |
243,562
+12,323
| +5% | +$159K | ﹤0.01% | 2256 |
|
|
2020
Q1 | $2.51M | Buy |
231,239
+4,753
| +2% | +$51.6K | ﹤0.01% | 2179 |
|
|
2019
Q4 | $3.56M | Buy |
226,486
+11,963
| +6% | +$188K | ﹤0.01% | 2200 |
|
|
2019
Q3 | $3.02M | Buy |
214,523
+7,148
| +3% | +$101K | ﹤0.01% | 2225 |
|
|
2019
Q2 | $2.57M | Buy |
207,375
+13,433
| +7% | +$167K | ﹤0.01% | 2281 |
|
|
2019
Q1 | $2.73M | Buy |
193,942
+6,617
| +4% | +$93.2K | ﹤0.01% | 2255 |
|
|
2018
Q4 | $2.22M | Buy |
187,325
+6,289
| +3% | +$74.5K | ﹤0.01% | 2298 |
|
|
2018
Q3 | $2.83M | Buy |
181,036
+24,335
| +16% | +$381K | ﹤0.01% | 2315 |
|
|
2018
Q2 | $2.41M | Buy |
156,701
+10,495
| +7% | +$161K | ﹤0.01% | 2317 |
|
|
2018
Q1 | $1.96M | Sell |
146,206
-1,769
| -1% | -$23.7K | ﹤0.01% | 2338 |
|
|
2017
Q4 | $2.21M | Sell |
147,975
-275,639
| -65% | -$4.11M | ﹤0.01% | 2267 |
|
|
2017
Q3 | $6.59M | Buy |
423,614
+212,866
| +101% | +$3.31M | 0.01% | 1730 |
|
|
2017
Q2 | $3.59M | Buy |
210,748
+109,803
| +109% | +$1.87M | ﹤0.01% | 1984 |
|
|
2017
Q1 | $1.54M | Buy |
100,945
+50,145
| +99% | +$763K | ﹤0.01% | 2286 |
|
|
2016
Q4 | $765K | Buy |
50,800
+11,000
| +28% | +$166K | ﹤0.01% | 2511 |
|
|
2016
Q3 | $475K | Hold |
39,800
| – | – | ﹤0.01% | 2625 |
|
|
2016
Q2 | $448K | Hold |
39,800
| – | – | ﹤0.01% | 2625 |
|
|
2016
Q1 | $395K | Hold |
39,800
| – | – | ﹤0.01% | 2675 |
|
|
2015
Q4 | $403K | Hold |
39,800
| – | – | ﹤0.01% | 2738 |
|
|
2015
Q3 | $371K | Hold |
39,800
| – | – | ﹤0.01% | 2742 |
|
|
2015
Q2 | $391K | Hold |
39,800
| – | – | ﹤0.01% | 2772 |
|
|
2015
Q1 | $401K | Hold |
39,800
| – | – | ﹤0.01% | 2715 |
|
|
2014
Q4 | $381K | Hold |
39,800
| – | – | ﹤0.01% | 2739 |
|
|
2014
Q3 | $379K | Hold |
39,800
| – | – | ﹤0.01% | 2685 |
|
|
2014
Q2 | $400K | Hold |
39,800
| – | – | ﹤0.01% | 2726 |
|
|
2014
Q1 | $390K | Hold |
39,800
| – | – | ﹤0.01% | 2695 |
|
|
2013
Q4 | $375K | Buy |
39,800
+12,900
| +48% | +$122K | ﹤0.01% | 2696 |
|
|
2013
Q3 | $272K | Hold |
26,900
| – | – | ﹤0.01% | 2792 |
|
|
2013
Q2 | $280K | Buy |
+26,900
| New | +$280K | ﹤0.01% | 2755 |
|