UMB Bank’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $61.7K | Buy |
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|
2025
Q2 | $47.8K | Sell |
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|
2025
Q1 | $67.6K | Buy |
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|
2024
Q4 | $21.2K | Sell |
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|
2024
Q3 | $25.7K | Buy |
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|
2024
Q2 | $5.44K | Buy |
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|
2024
Q1 | $2.61K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $375K | Hold |
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|
2023
Q1 | $392K | Hold |
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|
2022
Q4 | $353K | Sell |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $359K | Buy |
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