Concord Wealth Partners’s MDU Resources MDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,389	Closed	-$66.2K	–	558
2025 Q4	$66.2K	Hold	3,389	–	–	0.01%	299
2025 Q3	$60.4K	Hold	3,389	–	–	0.01%	314
2025 Q2	$56.5K	Hold	3,389	–	–	0.01%	330
2025 Q1	$57.3K	Hold	3,389	–	–	0.01%	301
2024 Q4	$61.1K	Sell	3,389 -2,728	-45%	-$47.9K	0.01%	299
2024 Q3	$92.9K	Hold	6,117	–	–	0.02%	265
2024 Q2	$85.1K	Hold	6,117	–	–	0.02%	255
2024 Q1	$85.4K	Hold	6,117	–	–	0.02%	285
2023 Q4	$67.1K	Hold	6,117	–	–	0.01%	318
2023 Q3	$66.4K	Hold	6,117	–	–	0.01%	336
2023 Q2	$71K	Buy	+6,117	New	+$68.8K	0.02%	314
2023 Q1	–	Sell	-8,913	Closed	-$103K	–	1131
2022 Q4	$103K	Buy	+8,913	New	+$100K	0.03%	247