UMB Bank’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.2K | Buy |
951
+331
| +53% | +$32.8K | ﹤0.01% | 862 |
|
|
2025
Q1 | $46.5K | Buy |
620
+36
| +6% | +$2.7K | ﹤0.01% | 1082 |
|
|
2024
Q4 | $43.8K | Sell |
584
-28
| -5% | -$2.1K | ﹤0.01% | 967 |
|
|
2024
Q3 | $43K | Buy |
612
+77
| +14% | +$5.42K | ﹤0.01% | 923 |
|
|
2024
Q2 | $57.1K | Buy |
535
+183
| +52% | +$19.5K | ﹤0.01% | 800 |
|
|
2024
Q1 | $46.9K | Sell |
352
-5
| -1% | -$666 | ﹤0.01% | 848 |
|
|
2023
Q4 | $50.7K | Sell |
357
-54
| -13% | -$7.67K | ﹤0.01% | 822 |
|
|
2023
Q3 | $43.8K | Buy |
411
+27
| +7% | +$2.87K | ﹤0.01% | 866 |
|
|
2023
Q2 | $55.1K | Hold |
384
| – | – | ﹤0.01% | 826 |
|
|
2023
Q1 | $55.1K | Sell |
384
-12
| -3% | -$1.72K | ﹤0.01% | 816 |
|
|
2022
Q4 | $56K | Buy |
396
+6
| +2% | +$848 | ﹤0.01% | 822 |
|
|
2022
Q3 | $53K | Sell |
390
-42
| -10% | -$5.71K | ﹤0.01% | 853 |
|
|
2022
Q2 | $67K | Buy |
432
+48
| +13% | +$7.44K | ﹤0.01% | 831 |
|
|
2022
Q1 | $62K | Hold |
384
| – | – | ﹤0.01% | 899 |
|
|
2021
Q4 | $54K | Buy |
+384
| New | +$54K | ﹤0.01% | 972 |
|