Prestige Wealth Management Group’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	$1.4K	Buy	67 +25	+60%	+$512	﹤0.01%	808
2025 Q4	$826	Hold	42	–	–	﹤0.01%	899
2025 Q3	$754	Hold	42	–	–	﹤0.01%	893
2025 Q2	$706	Hold	42	–	–	﹤0.01%	895
2025 Q1	$716	Hold	42	–	–	﹤0.01%	901
2024 Q4	$763	Sell	42 -34	-45%	-$596	﹤0.01%	921
2024 Q3	$1.16K	Hold	76	–	–	﹤0.01%	864
2024 Q2	$1.06K	Hold	76	–	–	﹤0.01%	826
2024 Q1	$1.06K	Hold	76	–	–	﹤0.01%	858
2023 Q4	$837	Hold	76	–	–	﹤0.01%	875
2023 Q3	$828	Hold	76	–	–	﹤0.01%	902
2023 Q2	$889	Sell	76 -34	-31%	-$382	﹤0.01%	922
2023 Q1	$1.29K	Hold	110	–	–	﹤0.01%	844
2022 Q4	$1.28K	Hold	110	–	–	﹤0.01%	929
2022 Q3	$1K	Hold	110	–	–	﹤0.01%	874
2022 Q2	$1K	Hold	110	–	–	﹤0.01%	887
2022 Q1	$1K	Hold	110	–	–	﹤0.01%	899
2021 Q4	$1K	Hold	110	–	–	﹤0.01%	920
2021 Q3	$1K	Hold	110	–	–	﹤0.01%	911
2021 Q2	$1K	Hold	110	–	–	﹤0.01%	900
2021 Q1	$1K	Hold	110	–	–	﹤0.01%	891
2020 Q4	$1K	Hold	110	–	–	﹤0.01%	863
2020 Q3	$1K	Hold	110	–	–	﹤0.01%	801
2020 Q2	$1K	Sell	110 -85	-44%	-$706	﹤0.01%	803
2020 Q1	$2K	Buy	+195	New	+$2.05K	﹤0.01%	651
2019 Q1	–	Sell	-195	Closed	-$2K	–	875
2018 Q4	$2K	Buy	+195	New	+$1.9K	﹤0.01%	837