Carolinas Wealth Consulting’s UMB Financial UMBF Stock Holding History

Carolinas Wealth Consulting’s Portfolio UMBF Stock Details UMBF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$2.83K	Buy
2024 Q1	–	Sell
2023 Q4	$290	Hold
2023 Q3	$216	Buy