Wells Fargo’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 | $4.86M | Sell |
289,734
-1,824
| -0.6% | -$30.6K | ﹤0.01% | 2254 |
|
|
2025
Q1 | $5.45M | Sell |
291,558
-5,922
| -2% | -$111K | ﹤0.01% | 2083 |
|
|
2024
Q4 | $5.62M | Buy |
297,480
+6,414
| +2% | +$121K | ﹤0.01% | 2054 |
|
|
2024
Q3 | $5.73M | Sell |
291,066
-2,427
| -0.8% | -$47.7K | ﹤0.01% | 2032 |
|
|
2024
Q2 | $4.69M | Buy |
293,493
+3,377
| +1% | +$54K | ﹤0.01% | 2108 |
|
|
2024
Q1 | $4.71M | Sell |
290,116
-7,683
| -3% | -$125K | ﹤0.01% | 2074 |
|
|
2023
Q4 | $4.56M | Buy |
297,799
+1,967
| +0.7% | +$30.1K | ﹤0.01% | 2052 |
|
|
2023
Q3 | $4.15M | Sell |
295,832
-11,036
| -4% | -$155K | ﹤0.01% | 2096 |
|
|
2023
Q2 | $4.9M | Buy |
306,868
+2,834
| +0.9% | +$45.3K | ﹤0.01% | 2053 |
|
|
2023
Q1 | $4.5M | Buy |
304,034
+4,301
| +1% | +$63.6K | ﹤0.01% | 2080 |
|
|
2022
Q4 | $4.83M | Buy |
299,733
+3,258
| +1% | +$52.5K | ﹤0.01% | 1999 |
|
|
2022
Q3 | $4.79M | Buy |
296,475
+5,559
| +2% | +$89.8K | ﹤0.01% | 1928 |
|
|
2022
Q2 | $5.14M | Sell |
290,916
-51,269
| -15% | -$905K | ﹤0.01% | 1986 |
|
|
2022
Q1 | $8.41M | Sell |
342,185
-55,467
| -14% | -$1.36M | ﹤0.01% | 1897 |
|
|
2021
Q4 | $10.9M | Buy |
397,652
+21,661
| +6% | +$592K | ﹤0.01% | 1712 |
|
|
2021
Q3 | $8.61M | Buy |
375,991
+48,783
| +15% | +$1.12M | ﹤0.01% | 2258 |
|
|
2021
Q2 | $7.14M | Sell |
327,208
-13,604
| -4% | -$297K | ﹤0.01% | 2434 |
|
|
2021
Q1 | $6.53M | Sell |
340,812
-76,283
| -18% | -$1.46M | ﹤0.01% | 2464 |
|
|
2020
Q4 | $6.18M | Sell |
417,095
-4,669
| -1% | -$69.1K | ﹤0.01% | 2517 |
|
|
2020
Q3 | $5.71M | Sell |
421,764
-35,967
| -8% | -$487K | ﹤0.01% | 2372 |
|
|
2020
Q2 | $5.92M | Buy |
457,731
+21,017
| +5% | +$272K | ﹤0.01% | 2288 |
|
|
2020
Q1 | $4.74M | Sell |
436,714
-25,475
| -6% | -$277K | ﹤0.01% | 2236 |
|
|
2019
Q4 | $7.27M | Sell |
462,189
-19,300
| -4% | -$304K | ﹤0.01% | 2233 |
|
|
2019
Q3 | $6.78M | Sell |
481,489
-187,935
| -28% | -$2.65M | ﹤0.01% | 2265 |
|
|
2019
Q2 | $8.31M | Sell |
669,424
-378,507
| -36% | -$4.7M | ﹤0.01% | 2098 |
|
|
2019
Q1 | $14.8M | Buy |
1,047,931
+10,625
| +1% | +$150K | ﹤0.01% | 1668 |
|
|
2018
Q4 | $12.3M | Buy |
1,037,306
+9,856
| +1% | +$117K | ﹤0.01% | 1704 |
|
|
2018
Q3 | $16.1M | Sell |
1,027,450
-56,618
| -5% | -$885K | ﹤0.01% | 1689 |
|
|
2018
Q2 | $16.6M | Sell |
1,084,068
-54,728
| -5% | -$840K | ﹤0.01% | 1635 |
|
|
2018
Q1 | $15.3M | Buy |
1,138,796
+56,190
| +5% | +$753K | ﹤0.01% | 1640 |
|
|
2017
Q4 | $16.1M | Buy |
1,082,606
+11,844
| +1% | +$176K | ﹤0.01% | 1613 |
|
|
2017
Q3 | $16.6M | Sell |
1,070,762
-281,723
| -21% | -$4.38M | 0.01% | 1551 |
|
|
2017
Q2 | $23.1M | Sell |
1,352,485
-403,930
| -23% | -$6.89M | 0.01% | 1290 |
|
|
2017
Q1 | $26.7M | Buy |
1,756,415
+8,411
| +0.5% | +$128K | 0.01% | 1223 |
|
|
2016
Q4 | $26.3M | Sell |
1,748,004
-26,777
| -2% | -$403K | 0.01% | 1174 |
|
|
2016
Q3 | $21.2M | Buy |
1,774,781
+22,425
| +1% | +$267K | 0.01% | 1260 |
|
|
2016
Q2 | $19.7M | Buy |
1,752,356
+37,403
| +2% | +$421K | 0.01% | 1320 |
|
|
2016
Q1 | $17M | Buy |
1,714,953
+17,438
| +1% | +$173K | 0.01% | 1393 |
|
|
2015
Q4 | $17.2M | Buy |
1,697,515
+12,721
| +0.8% | +$129K | 0.01% | 1425 |
|
|
2015
Q3 | $15.7M | Buy |
1,684,794
+17,441
| +1% | +$162K | 0.01% | 1447 |
|
|
2015
Q2 | $16.3M | Sell |
1,667,353
-48,410
| -3% | -$474K | 0.01% | 1513 |
|
|
2015
Q1 | $17.3M | Buy |
1,715,763
+33,023
| +2% | +$333K | 0.01% | 1435 |
|
|
2014
Q4 | $16.1M | Sell |
1,682,740
-10,149
| -0.6% | -$96.9K | 0.01% | 1437 |
|
|
2014
Q3 | $16.1M | Buy |
1,692,889
+88,059
| +5% | +$837K | 0.01% | 1399 |
|
|
2014
Q2 | $16.1M | Buy |
1,604,830
+3,089
| +0.2% | +$31K | 0.01% | 1435 |
|
|
2014
Q1 | $15.7M | Sell |
1,601,741
-75,713
| -5% | -$740K | 0.01% | 1437 |
|
|
2013
Q4 | $15.8M | Buy |
1,677,454
+108,183
| +7% | +$1.02M | 0.01% | 1382 |
|
|
2013
Q3 | $15.6M | Buy |
1,569,271
+91,460
| +6% | +$908K | 0.01% | 1352 |
|
|
2013
Q2 | $15.2M | Buy |
+1,477,811
| New | +$15.2M | 0.01% | 1311 |
|