Carson Wealth (CWM LLC)’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
11,068
+465
| +4% | +$48.9K | ﹤0.01% | 1173 |
|
|
2025
Q1 | $1.07M | Buy |
10,603
+7,795
| +278% | +$788K | ﹤0.01% | 1086 |
|
|
2024
Q4 | $317K | Buy |
2,808
+298
| +12% | +$33.6K | ﹤0.01% | 1562 |
|
|
2024
Q3 | $264K | Buy |
2,510
+569
| +29% | +$59.8K | ﹤0.01% | 1615 |
|
|
2024
Q2 | $162K | Buy |
1,941
+129
| +7% | +$10.8K | ﹤0.01% | 1697 |
|
|
2024
Q1 | $158K | Buy |
1,812
+205
| +13% | +$17.9K | ﹤0.01% | 1627 |
|
|
2023
Q4 | $134K | Sell |
1,607
-704
| -30% | -$58.7K | ﹤0.01% | 1599 |
|
|
2023
Q3 | $143K | Sell |
2,311
-3
| -0.1% | -$186 | ﹤0.01% | 1455 |
|
|
2023
Q2 | $141K | Sell |
2,314
-416
| -15% | -$25.3K | ﹤0.01% | 1391 |
|
|
2023
Q1 | $158K | Buy |
2,730
+297
| +12% | +$17.2K | ﹤0.01% | 1293 |
|
|
2022
Q4 | $203K | Sell |
2,433
-92
| -4% | -$7.68K | ﹤0.01% | 1094 |
|
|
2022
Q3 | $213K | Buy |
2,525
+89
| +4% | +$7.51K | ﹤0.01% | 1021 |
|
|
2022
Q2 | $210K | Buy |
2,436
+1,882
| +340% | +$162K | ﹤0.01% | 1029 |
|
|
2022
Q1 | $54K | Buy |
+554
| New | +$54K | ﹤0.01% | 1572 |
|
|
2019
Q1 | – | Sell |
-5
| Closed | – | – | 3247 |
|
|
2018
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 2242 |
|
|
2018
Q3 | $0 | Sell |
5
-13
| -72% | – | ﹤0.01% | 1994 |
|
|
2018
Q2 | $1K | Buy |
18
+13
| +260% | +$722 | ﹤0.01% | 1606 |
|
|
2018
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1541 |
|
|
2017
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1585 |
|
|
2017
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1565 |
|
|
2017
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 1316 |
|
|
2017
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1322 |
|