Concord Wealth Partners’s MDU Resources MDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$49.2K | 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 | +$71K | 0.02% | 314 |
|
|
2023
Q1 | – | Sell |
-8,913
| Closed | -$103K | – | 1132 |
|
|
2022
Q4 | $103K | Buy |
+8,913
| New | +$103K | 0.03% | 247 |
|