Whittier Trust’s Mid-America Apartment Communities MAA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $74.7K | Sell |
505
-353
| -41% | -$52.2K | ﹤0.01% | 861 |
|
2025
Q1 | $144K | Hold |
858
| – | – | ﹤0.01% | 711 |
|
2024
Q4 | $133K | Hold |
858
| – | – | ﹤0.01% | 734 |
|
2024
Q3 | $136K | Hold |
858
| – | – | ﹤0.01% | 732 |
|
2024
Q2 | $122K | Sell |
858
-285
| -25% | -$40.6K | ﹤0.01% | 739 |
|
2024
Q1 | $150K | Buy |
1,143
+500
| +78% | +$65.8K | ﹤0.01% | 709 |
|
2023
Q4 | $86.5K | Sell |
643
-115
| -15% | -$15.5K | ﹤0.01% | 806 |
|
2023
Q3 | $97.5K | Sell |
758
-44
| -5% | -$5.66K | ﹤0.01% | 780 |
|
2023
Q2 | $122K | Buy |
802
+41
| +5% | +$6.23K | ﹤0.01% | 732 |
|
2023
Q1 | $115K | Hold |
761
| – | – | ﹤0.01% | 777 |
|
2022
Q4 | $119K | Hold |
761
| – | – | ﹤0.01% | 769 |
|
2022
Q3 | $118K | Hold |
761
| – | – | ﹤0.01% | 756 |
|
2022
Q2 | $133K | Buy |
761
+7
| +0.9% | +$1.22K | ﹤0.01% | 726 |
|
2022
Q1 | $158K | Sell |
754
-115
| -13% | -$24.1K | ﹤0.01% | 722 |
|
2021
Q4 | $199K | Buy |
869
+108
| +14% | +$24.7K | ﹤0.01% | 677 |
|
2021
Q3 | $142K | Hold |
761
| – | – | ﹤0.01% | 705 |
|
2021
Q2 | $128K | Hold |
761
| – | – | ﹤0.01% | 742 |
|
2021
Q1 | $110K | Buy |
761
+85
| +13% | +$12.3K | ﹤0.01% | 760 |
|
2020
Q4 | $86K | Buy |
676
+464
| +219% | +$59K | ﹤0.01% | 746 |
|
2020
Q3 | $25K | Sell |
212
-96
| -31% | -$11.3K | ﹤0.01% | 960 |
|
2020
Q2 | $35K | Hold |
308
| – | – | ﹤0.01% | 861 |
|
2020
Q1 | $32K | Hold |
308
| – | – | ﹤0.01% | 892 |
|
2019
Q4 | $41K | Buy |
308
+211
| +218% | +$28.1K | ﹤0.01% | 887 |
|
2019
Q3 | $13K | Buy |
+97
| New | +$13K | ﹤0.01% | 1094 |
|
2018
Q1 | – | Sell |
-544
| Closed | -$55K | – | 1332 |
|
2017
Q4 | $55K | Buy |
+544
| New | +$55K | ﹤0.01% | 731 |
|
2015
Q3 | – | Sell |
-33
| Closed | -$2K | – | 1196 |
|
2015
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 1152 |
|
2015
Q1 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 1142 |
|