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 |
|