Forza Wealth Management’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 | $341K | Hold |
20,485
| – | – | 0.14% | 146 |
|
|
2025
Q1 | $346K | Hold |
20,485
| – | – | 0.16% | 139 |
|
|
2024
Q4 | $369K | Sell |
20,485
-16,490
| -45% | -$297K | 0.17% | 135 |
|
|
2024
Q3 | $561K | Sell |
36,975
-2
| -0% | -$30 | 0.26% | 106 |
|
|
2024
Q2 | $514K | Hold |
36,977
| – | – | 0.27% | 106 |
|
|
2024
Q1 | $516K | Hold |
36,977
| – | – | 0.27% | 105 |
|
|
2023
Q4 | $406K | Hold |
36,977
| – | – | 0.22% | 122 |
|
|
2023
Q3 | $401K | Hold |
36,977
| – | – | 0.21% | 130 |
|
|
2023
Q2 | $429K | Sell |
36,977
-16,899
| -31% | -$196K | 0.22% | 128 |
|
|
2023
Q1 | $624K | Buy |
53,876
+5,812
| +12% | +$67.4K | 0.32% | 94 |
|
|
2022
Q4 | $554K | Buy |
+48,064
| New | +$554K | 0.37% | 73 |
|