Carolinas Wealth Consulting’s UMB Financial UMBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-28	Closed	-$2.83K	–	882
2025 Q1	$2.83K	Buy	+28	New	+$2.83K	﹤0.01%	716
2024 Q1	–	Sell	-3	Closed	-$290	–	1158
2023 Q4	$290	Hold	3	–	–	﹤0.01%	970
2023 Q3	$216	Buy	+3	New	+$216	﹤0.01%	995