GW Henssler & Associates’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 | $1.62M | Hold |
96,368
| – | – | 0.09% | 94 |
|
|
2025
Q1 | $1.8M | Hold |
96,368
| – | – | 0.1% | 85 |
|
|
2024
Q4 | $1.9M | Hold |
96,368
| – | – | 0.11% | 84 |
|
|
2024
Q3 | $1.9M | Hold |
96,368
| – | – | 0.11% | 84 |
|
|
2024
Q2 | $1.54M | Hold |
96,368
| – | – | 0.09% | 81 |
|
|
2024
Q1 | $1.57M | Hold |
96,368
| – | – | 0.09% | 79 |
|
|
2023
Q4 | $1.48M | Hold |
96,368
| – | – | 0.1% | 79 |
|
|
2023
Q3 | $1.35M | Hold |
96,368
| – | – | 0.09% | 80 |
|
|
2023
Q2 | $1.54M | Hold |
96,368
| – | – | 0.1% | 75 |
|
|
2023
Q1 | $1.43M | Hold |
96,368
| – | – | 0.09% | 78 |
|
|
2022
Q4 | $1.55M | Hold |
96,368
| – | – | 0.11% | 77 |
|
|
2022
Q3 | $1.56M | Hold |
96,368
| – | – | 0.12% | 75 |
|
|
2022
Q2 | $1.7M | Hold |
96,368
| – | – | 0.13% | 78 |
|
|
2022
Q1 | $2.37M | Hold |
96,368
| – | – | 0.14% | 77 |
|
|
2021
Q4 | $2.63M | Hold |
96,368
| – | – | 0.17% | 80 |
|
|
2021
Q3 | $2.21M | Hold |
96,368
| – | – | 0.15% | 82 |
|
|
2021
Q2 | $2.1M | Hold |
96,368
| – | – | 0.14% | 82 |
|
|
2021
Q1 | $1.85M | Hold |
96,368
| – | – | 0.13% | 81 |
|
|
2020
Q4 | $1.43M | Hold |
96,368
| – | – | 0.11% | 82 |
|
|
2020
Q3 | $1.31M | Hold |
96,368
| – | – | 0.11% | 80 |
|
|
2020
Q2 | $1.25M | Hold |
96,368
| – | – | 0.11% | 77 |
|
|
2020
Q1 | $1.05M | Hold |
96,368
| – | – | 0.11% | 76 |
|
|
2019
Q4 | $1.52M | Hold |
96,368
| – | – | 0.13% | 82 |
|
|
2019
Q3 | $1.36M | Sell |
96,368
-70
| -0.1% | -$986 | 0.12% | 84 |
|
|
2019
Q2 | $1.2M | Hold |
96,438
| – | – | 0.11% | 87 |
|
|
2019
Q1 | $1.36M | Hold |
96,438
| – | – | 0.12% | 87 |
|
|
2018
Q4 | $1.14M | Sell |
96,438
-5,930
| -6% | -$70.2K | 0.12% | 87 |
|
|
2018
Q3 | $1.6M | Buy |
+102,368
| New | +$1.6M | 0.15% | 88 |
|