UMB Bank’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
2,237
+225
| +11% | +$40.2K | 0.01% | 453 |
|
|
2025
Q1 | $322K | Sell |
2,012
-53
| -3% | -$8.49K | 0.01% | 480 |
|
|
2024
Q4 | $359K | Buy |
2,065
+153
| +8% | +$26.6K | 0.01% | 457 |
|
|
2024
Q3 | $433K | Sell |
1,912
-875
| -31% | -$198K | 0.01% | 422 |
|
|
2024
Q2 | $624K | Buy |
2,787
+95
| +4% | +$21.3K | 0.01% | 375 |
|
|
2024
Q1 | $689K | Sell |
2,692
-47
| -2% | -$12K | 0.01% | 369 |
|
|
2023
Q4 | $623K | Sell |
2,739
-197
| -7% | -$44.8K | 0.01% | 392 |
|
|
2023
Q3 | $592K | Sell |
2,936
-63
| -2% | -$12.7K | 0.01% | 386 |
|
|
2023
Q2 | $550K | Sell |
2,999
-175
| -6% | -$32.1K | 0.01% | 402 |
|
|
2023
Q1 | $619K | Hold |
3,174
| – | – | 0.01% | 388 |
|
|
2022
Q4 | $567K | Hold |
3,174
| – | – | 0.01% | 400 |
|
|
2022
Q3 | $496K | Buy |
3,174
+419
| +15% | +$65.5K | 0.01% | 443 |
|
|
2022
Q2 | $434K | Buy |
2,755
+855
| +45% | +$135K | 0.01% | 487 |
|
|
2022
Q1 | $340K | Hold |
1,900
| – | – | ﹤0.01% | 546 |
|
|
2021
Q4 | $389K | Buy |
+1,900
| New | +$389K | ﹤0.01% | 524 |
|