HighMark 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 | $28K | Hold |
1,679
| – | – | 0.01% | 203 |
|
|
2025
Q1 | $28.4K | Hold |
1,679
| – | – | 0.02% | 177 |
|
|
2024
Q4 | $30.3K | Sell |
1,679
-1,352
| -45% | -$24.4K | 0.02% | 166 |
|
|
2024
Q3 | $46K | Hold |
3,031
| – | – | 0.03% | 147 |
|
|
2024
Q2 | $42.1K | Hold |
3,031
| – | – | 0.03% | 146 |
|
|
2024
Q1 | $42.3K | Hold |
3,031
| – | – | 0.03% | 145 |
|
|
2023
Q4 | $33.2K | Hold |
3,031
| – | – | 0.02% | 156 |
|
|
2023
Q3 | $32.9K | Sell |
3,031
-541
| -15% | -$5.87K | 0.03% | 140 |
|
|
2023
Q2 | $41.4K | Sell |
3,572
-1,633
| -31% | -$18.9K | 0.03% | 131 |
|
|
2023
Q1 | $60.3K | Hold |
5,205
| – | – | 0.05% | 123 |
|
|
2022
Q4 | $60K | Hold |
5,205
| – | – | 0.05% | 93 |
|
|
2022
Q3 | $54K | Hold |
5,205
| – | – | 0.05% | 94 |
|
|
2022
Q2 | $53K | Hold |
5,205
| – | – | 0.04% | 99 |
|
|
2022
Q1 | $53K | Hold |
5,205
| – | – | 0.04% | 103 |
|
|
2021
Q4 | $61K | Hold |
5,205
| – | – | 0.04% | 105 |
|
|
2021
Q3 | $59K | Hold |
5,205
| – | – | 0.04% | 108 |
|
|
2021
Q2 | $62K | Hold |
5,205
| – | – | 0.05% | 100 |
|
|
2021
Q1 | $63K | Hold |
5,205
| – | – | 0.05% | 92 |
|
|
2020
Q4 | $52K | Hold |
5,205
| – | – | 0.04% | 95 |
|
|
2020
Q3 | $45K | Hold |
5,205
| – | – | 0.04% | 112 |
|
|
2020
Q2 | $44K | Hold |
5,205
| – | – | 0.05% | 84 |
|
|
2020
Q1 | $42K | Hold |
5,205
| – | – | 0.05% | 75 |
|
|
2019
Q4 | $58K | Buy |
+5,205
| New | +$58K | 0.06% | 76 |
|