Legacy Wealth Asset Management’s MDU Resources MDU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11,371	Closed	-$203K	–	375
2025 Q3	$203K	Hold	11,371	–	–	0.05%	353
2025 Q2	$190K	Hold	11,371	–	–	0.05%	344
2025 Q1	$192K	Hold	11,371	–	–	0.05%	334
2024 Q4	$205K	Sell	11,371 -9,154	-45%	-$161K	0.06%	343
2024 Q3	$312K	Hold	20,525	–	–	0.08%	302
2024 Q2	$285K	Hold	20,525	–	–	0.08%	302
2024 Q1	$287K	Hold	20,525	–	–	0.08%	303
2023 Q4	$225K	Hold	20,525	–	–	0.07%	325
2023 Q3	$223K	Hold	20,525	–	–	0.08%	308
2023 Q2	$238K	Sell	20,525 -9,379	-31%	-$105K	0.08%	317
2023 Q1	$347K	Hold	29,904	–	–	0.13%	275
2022 Q4	$345K	Hold	29,904	–	–	0.13%	276
2022 Q3	$311K	Hold	29,904	–	–	0.14%	259
2022 Q2	$307K	Hold	29,904	–	–	0.12%	231
2022 Q1	$303K	Buy	+29,904	New	+$317K	0.11%	252