WealthTrust Axiom’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 | $1.93M | Sell |
114,730
-8,550
| -7% | -$144K | 0.57% | 39 |
|
|
2025
Q1 | $2.31M | Sell |
123,280
-5,185
| -4% | -$97K | 0.7% | 32 |
|
|
2024
Q4 | $2.43M | Buy |
128,465
+400
| +0.3% | +$7.55K | 0.72% | 31 |
|
|
2024
Q3 | $2.52M | Sell |
128,065
-1,000
| -0.8% | -$19.7K | 0.75% | 34 |
|
|
2024
Q2 | $2.06M | Sell |
129,065
-500
| -0.4% | -$8K | 0.68% | 36 |
|
|
2024
Q1 | $2.1M | Sell |
129,565
-5,249
| -4% | -$85.2K | 0.68% | 35 |
|
|
2023
Q4 | $2.07M | Buy |
134,814
+1,500
| +1% | +$23K | 0.69% | 34 |
|
|
2023
Q3 | $1.87M | Buy |
133,314
+1,850
| +1% | +$25.9K | 0.67% | 35 |
|
|
2023
Q2 | $2.1M | Buy |
131,464
+5,250
| +4% | +$83.9K | 0.7% | 34 |
|
|
2023
Q1 | $1.87M | Buy |
126,214
+400
| +0.3% | +$5.92K | 0.64% | 38 |
|
|
2022
Q4 | $2.03M | Buy |
125,814
+10,349
| +9% | +$167K | 0.71% | 34 |
|
|
2022
Q3 | $1.86M | Buy |
115,465
+15,750
| +16% | +$254K | 0.71% | 35 |
|
|
2022
Q2 | $1.76M | Sell |
99,715
-250
| -0.3% | -$4.41K | 0.63% | 42 |
|
|
2022
Q1 | $2.46M | Sell |
99,965
-1,000
| -1% | -$24.6K | 0.77% | 36 |
|
|
2021
Q4 | $2.76M | Sell |
100,965
-1,100
| -1% | -$30.1K | 0.88% | 32 |
|
|
2021
Q3 | $2.34M | Sell |
102,065
-6,000
| -6% | -$137K | 0.79% | 33 |
|
|
2021
Q2 | $2.36M | Sell |
108,065
-3,244
| -3% | -$70.8K | 0.76% | 36 |
|
|
2021
Q1 | $2.13M | Sell |
111,309
-3,750
| -3% | -$71.9K | 0.72% | 37 |
|
|
2020
Q4 | $1.7M | Buy |
115,059
+50
| +0% | +$740 | 0.62% | 41 |
|
|
2020
Q3 | $1.56M | Sell |
115,009
-4,067
| -3% | -$55.1K | 0.67% | 40 |
|
|
2020
Q2 | $1.54M | Sell |
119,076
-9,691
| -8% | -$125K | 0.68% | 41 |
|
|
2020
Q1 | $1.4M | Sell |
128,767
-15,464
| -11% | -$168K | 0.69% | 43 |
|
|
2019
Q4 | $2.27M | Sell |
144,231
-2,094
| -1% | -$32.9K | 0.76% | 40 |
|
|
2019
Q3 | $2.06M | Sell |
146,325
-2,715
| -2% | -$38.2K | 0.73% | 39 |
|
|
2019
Q2 | $1.85M | Sell |
149,040
-843
| -0.6% | -$10.5K | 0.64% | 43 |
|
|
2019
Q1 | $2.11M | Buy |
149,883
+4,535
| +3% | +$63.8K | 0.75% | 38 |
|
|
2018
Q4 | $1.72M | Buy |
145,348
+31,786
| +28% | +$376K | 0.7% | 42 |
|
|
2018
Q3 | $1.78M | Sell |
113,562
-1,482
| -1% | -$23.2K | 0.6% | 49 |
|
|
2018
Q2 | $1.77M | Buy |
115,044
+19
| +0% | +$291 | 0.62% | 48 |
|
|
2018
Q1 | $1.54M | Buy |
115,025
+6,571
| +6% | +$88.1K | 0.56% | 53 |
|
|
2017
Q4 | $1.62M | Buy |
108,454
+1,019
| +0.9% | +$15.2K | 0.6% | 49 |
|
|
2017
Q3 | $1.67M | Sell |
107,435
-4,849
| -4% | -$75.4K | 0.64% | 48 |
|
|
2017
Q2 | $1.91M | Sell |
112,284
-3,293
| -3% | -$56.1K | 0.72% | 39 |
|
|
2017
Q1 | $1.76M | Sell |
115,577
-2,603
| -2% | -$39.6K | 0.64% | 43 |
|
|
2016
Q4 | $1.78M | Sell |
118,180
-5,351
| -4% | -$80.5K | 0.65% | 46 |
|
|
2016
Q3 | $1.47M | Buy |
123,531
+1,553
| +1% | +$18.5K | 0.55% | 52 |
|
|
2016
Q2 | $1.37M | Buy |
121,978
+8,559
| +8% | +$96.3K | 0.53% | 54 |
|
|
2016
Q1 | $1.13M | Buy |
113,419
+5,121
| +5% | +$50.8K | 0.44% | 62 |
|
|
2015
Q4 | $1.1M | Buy |
108,298
+11,882
| +12% | +$120K | 0.43% | 62 |
|
|
2015
Q3 | $896K | Buy |
96,416
+43,292
| +81% | +$402K | 0.37% | 71 |
|
|
2015
Q2 | $520K | Buy |
53,124
+579
| +1% | +$5.67K | 0.19% | 103 |
|
|
2015
Q1 | $529K | Buy |
52,545
+3,579
| +7% | +$36K | 0.19% | 105 |
|
|
2014
Q4 | $467K | Buy |
48,966
+59
| +0.1% | +$563 | 0.17% | 108 |
|
|
2014
Q3 | $464K | Buy |
48,907
+1,153
| +2% | +$10.9K | 0.16% | 106 |
|
|
2014
Q2 | $478K | Buy |
47,754
+11,313
| +31% | +$113K | 0.16% | 104 |
|
|
2014
Q1 | $356K | Buy |
+36,441
| New | +$356K | 0.13% | 118 |
|