Northwestern Mutual Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $81.6K | Buy |
3,939
+210
| +6% | +$4.3K | ﹤0.01% | 2257 |
|
|
2025
Q4 | $72.8K | Buy |
3,729
+163
| +5% | +$3.21K | ﹤0.01% | 2260 |
|
|
2025
Q3 | $63.5K | Buy |
3,566
+13
| +0.4% | +$217 | ﹤0.01% | 2227 |
|
|
2025
Q2 | $59.2K | Sell |
3,553
-288
| -7% | -$4.84K | ﹤0.01% | 2189 |
|
|
2025
Q1 | $64.9K | Sell |
3,841
-569
| -13% | -$9.82K | ﹤0.01% | 2084 |
|
|
2024
Q4 | $79.5K | Buy |
4,410
+132
| +3% | +$2.32K | ﹤0.01% | 2004 |
|
|
2024
Q3 | $65K | Buy |
4,278
+412
| +11% | +$5.87K | ﹤0.01% | 2060 |
|
|
2024
Q2 | $53.8K | Buy |
3,866
+745
| +24% | +$10.3K | ﹤0.01% | 2066 |
|
|
2024
Q1 | $43.6K | Buy |
3,121
+285
| +10% | +$3.3K | ﹤0.01% | 2131 |
|
|
2023
Q4 | $31.1K | Hold |
2,836
| – | – | ﹤0.01% | 2247 |
|
|
2023
Q3 | $30.8K | Sell |
2,836
-501
| -15% | -$5.77K | ﹤0.01% | 2154 |
|
|
2023
Q2 | $38.7K | Sell |
3,337
-6,778
| -67% | -$76.2K | ﹤0.01% | 2084 |
|
|
2023
Q1 | $117K | Buy |
10,115
+3,369
| +50% | +$39.1K | ﹤0.01% | 1627 |
|
|
2022
Q4 | $77.8K | Sell |
6,746
-44
| -0.6% | -$494 | ﹤0.01% | 1763 |
|
|
2022
Q3 | $71K | Sell |
6,790
-805
| -11% | -$8.89K | ﹤0.01% | 1767 |
|
|
2022
Q2 | $78K | Sell |
7,595
-2,138
| -22% | -$21.7K | ﹤0.01% | 1744 |
|
|
2022
Q1 | $99K | Sell |
9,733
-25,810
| -73% | -$273K | ﹤0.01% | 1708 |
|
|
2021
Q4 | $418K | Sell |
35,543
-1,323
| -4% | -$14.9K | ﹤0.01% | 1145 |
|
|
2021
Q3 | $416K | Sell |
36,866
-131
| -0.4% | -$1.57K | ﹤0.01% | 1064 |
|
|
2021
Q2 | $441K | Buy |
36,997
+23,356
| +171% | +$293K | ﹤0.01% | 1033 |
|
|
2021
Q1 | $164K | Sell |
13,641
-98
| -0.7% | -$1.07K | ﹤0.01% | 1304 |
|
|
2020
Q4 | $138K | Buy |
13,739
+2,904
| +27% | +$27.1K | ﹤0.01% | 1282 |
|
|
2020
Q3 | $93K | Buy |
10,835
+8
| +0.1% | +$69 | ﹤0.01% | 1296 |
|
|
2020
Q2 | $91K | Sell |
10,827
-1,910
| -15% | -$15.9K | ﹤0.01% | 1240 |
|
|
2020
Q1 | $104K | Buy |
12,737
+613
| +5% | +$6.45K | ﹤0.01% | 1099 |
|
|
2019
Q4 | $137K | Sell |
12,124
-1,783
| -13% | -$19.5K | ﹤0.01% | 1098 |
|
|
2019
Q3 | $149K | Buy |
13,907
+1,470
| +12% | +$15K | ﹤0.01% | 999 |
|
|
2019
Q2 | $122K | Buy |
12,437
+240
| +2% | +$2.34K | ﹤0.01% | 1050 |
|
|
2019
Q1 | $120K | Sell |
12,197
-2,254
| -16% | -$21.9K | ﹤0.01% | 1016 |
|
|
2018
Q4 | $131K | Buy |
14,451
+11,482
| +387% | +$112K | ﹤0.01% | 915 |
|
|
2018
Q3 | $29K | Buy |
2,969
+1,525
| +106% | +$16.3K | ﹤0.01% | 1511 |
|
|
2018
Q2 | $16K | Buy |
1,444
+855
| +145% | +$9.12K | ﹤0.01% | 1671 |
|
|
2018
Q1 | $6K | Sell |
589
-3,316
| -85% | -$33.7K | ﹤0.01% | 1866 |
|
|
2017
Q4 | $40K | Buy |
+3,905
| New | +$40K | ﹤0.01% | 1238 |
|
|
2017
Q2 | – | Sell |
-297
| Closed | -$3K | – | 2106 |
|
|
2017
Q1 | $3K | Sell |
297
-644
| -68% | -$6.73K | ﹤0.01% | 1798 |
|
|
2016
Q4 | $11K | Buy |
+941
| New | +$9.73K | ﹤0.01% | 1583 |
|
|
2016
Q3 | – | Sell |
-153
| Closed | -$1K | – | 976 |
|
|
2016
Q2 | $1K | Sell |
153
-252
| -62% | -$2.05K | ﹤0.01% | 1955 |
|
|
2016
Q1 | $3K | Sell |
405
-1,489
| -79% | -$10K | ﹤0.01% | 1810 |
|
|
2015
Q4 | $13K | Buy |
1,894
+232
| +14% | +$1.61K | ﹤0.01% | 1122 |
|
|
2015
Q3 | $11K | Buy |
+1,662
| New | +$11.3K | ﹤0.01% | 1059 |
|
|
2014
Q4 | – | Sell |
-26
| Closed | – | – | 1778 |
|
|
2014
Q3 | $0 | Buy |
+26
| New | +$309 | ﹤0.01% | 1414 |
|
|
2014
Q2 | – | Sell |
-19,724
| Closed | -$257K | – | 1339 |
|
|
2014
Q1 | $257K | Buy |
19,724
+19,374
| +5,535% | +$241K | 0.01% | 352 |
|
|
2013
Q4 | $4K | Buy |
+350
| New | +$3.94K | ﹤0.01% | 1107 |
|
|
2013
Q3 | – | Sell |
-986
| Closed | -$10K | – | 1434 |
|
|
2013
Q2 | $10K | Buy |
+986
| New | +$9.49K | ﹤0.01% | 849 |
|
Other funds holding MDU
VPM
VCM
