Wedbush Securities’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
$3.03M Sell
180,389
-2,948
-2% -$49.5K 0.11% 143
2025
Q1
$3.43M Sell
183,337
-3,214
-2% -$60.1K 0.13% 120
2024
Q4
$3.52M Sell
186,551
-337
-0.2% -$6.36K 0.13% 117
2024
Q3
$3.68M Sell
186,888
-33,165
-15% -$652K 0.14% 114
2024
Q2
$3.52M Buy
220,053
+8,671
+4% +$139K 0.13% 118
2024
Q1
$3.43M Buy
211,382
+35,721
+20% +$580K 0.13% 120
2023
Q4
$2.69M Buy
175,661
+37,779
+27% +$579K 0.12% 126
2023
Q3
$1.93M Buy
137,882
+49,245
+56% +$690K 0.1% 160
2023
Q2
$1.42M Buy
88,637
+5,500
+7% +$87.9K 0.07% 228
2023
Q1
$1.23M Buy
83,137
+29,763
+56% +$440K 0.06% 267
2022
Q4
$859K Buy
53,374
+12,592
+31% +$203K 0.05% 344
2022
Q3
$659K Buy
40,782
+11,645
+40% +$188K 0.04% 416
2022
Q2
$515K Buy
29,137
+13,404
+85% +$237K 0.03% 518
2022
Q1
$387K Buy
15,733
+5,222
+50% +$128K 0.02% 683
2021
Q4
$287K Hold
10,511
0.01% 889
2021
Q3
$241K Hold
10,511
0.01% 970
2021
Q2
$229K Sell
10,511
-2,816
-21% -$61.4K 0.01% 999
2021
Q1
$255K Sell
13,327
-20,687
-61% -$396K 0.01% 883
2020
Q4
$504K Sell
34,014
-71,350
-68% -$1.06M 0.04% 457
2020
Q3
$1.43M Buy
105,364
+11,607
+12% +$157K 0.14% 159
2020
Q2
$1.21M Buy
93,757
+8,953
+11% +$116K 0.11% 181
2020
Q1
$921K Buy
84,804
+10,030
+13% +$109K 0.11% 195
2019
Q4
$1.18M Sell
74,774
-3,523
-4% -$55.4K 0.1% 209
2019
Q3
$1.1M Sell
78,297
-16,742
-18% -$236K 0.11% 217
2019
Q2
$1.18M Buy
95,039
+543
+0.6% +$6.74K 0.12% 203
2019
Q1
$1.33M Buy
94,496
+1,142
+1% +$16.1K 0.14% 170
2018
Q4
$1.11M Buy
93,354
+287
+0.3% +$3.4K 0.14% 175
2018
Q3
$1.46M Sell
93,067
-8,949
-9% -$140K 0.17% 134
2018
Q2
$1.57M Buy
102,016
+1,037
+1% +$15.9K 0.19% 116
2018
Q1
$1.35M Buy
100,979
+5,922
+6% +$79.4K 0.18% 130
2017
Q4
$1.42M Sell
95,057
-3,814
-4% -$56.8K 0.17% 132
2017
Q3
$1.54M Sell
98,871
-10,616
-10% -$165K 0.2% 100
2017
Q2
$1.87M Buy
109,487
+13,565
+14% +$231K 0.24% 86
2017
Q1
$1.46M Buy
95,922
+28,184
+42% +$429K 0.2% 107
2016
Q4
$1.02M Hold
67,738
0.15% 157
2016
Q3
$807K Hold
67,738
0.12% 184
2016
Q2
$762K Hold
67,738
0.12% 179
2016
Q1
$672K Hold
67,738
0.12% 192
2015
Q4
$686K Hold
67,738
0.12% 184
2015
Q3
$630K Buy
67,738
+4,000
+6% +$37.2K 0.13% 183
2015
Q2
$625K Buy
63,738
+1,000
+2% +$9.81K 0.12% 214
2015
Q1
$632K Sell
62,738
-1,100
-2% -$11.1K 0.11% 212
2014
Q4
$610K Buy
63,838
+3,700
+6% +$35.4K 0.09% 214
2014
Q3
$571K Buy
60,138
+1,000
+2% +$9.5K 0.09% 232
2014
Q2
$593K Sell
59,138
-2,500
-4% -$25.1K 0.09% 227
2014
Q1
$603K Hold
61,638
0.11% 205
2013
Q4
$581K Buy
61,638
+6,200
+11% +$58.4K 0.14% 179
2013
Q3
$550K Buy
55,438
+4,000
+8% +$39.7K 0.15% 168
2013
Q2
$528K Buy
+51,438
New +$528K 0.14% 175