UMB Bank’s Gates Industrial GTES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $24K | Buy |
1,042
+132
| +15% | +$3.04K | ﹤0.01% | 1328 |
|
2025
Q1 | $16.8K | Buy |
910
+354
| +64% | +$6.52K | ﹤0.01% | 1377 |
|
2024
Q4 | $11.4K | Buy |
556
+20
| +4% | +$411 | ﹤0.01% | 1429 |
|
2024
Q3 | $9.41K | Buy |
536
+379
| +241% | +$6.65K | ﹤0.01% | 1512 |
|
2024
Q2 | $2.48K | Hold |
157
| – | – | ﹤0.01% | 1687 |
|
2024
Q1 | $2.78K | Buy |
157
+7
| +5% | +$124 | ﹤0.01% | 1459 |
|
2023
Q4 | $2.01K | Sell |
150
-900
| -86% | -$12.1K | ﹤0.01% | 1494 |
|
2023
Q3 | $12.2K | Hold |
1,050
| – | – | ﹤0.01% | 1227 |
|
2023
Q2 | $14.2K | Hold |
1,050
| – | – | ﹤0.01% | 1189 |
|
2023
Q1 | $14.6K | Hold |
1,050
| – | – | ﹤0.01% | 1183 |
|
2022
Q4 | $12K | Hold |
1,050
| – | – | ﹤0.01% | 1242 |
|
2022
Q3 | $10K | Sell |
1,050
-1,404
| -57% | -$13.4K | ﹤0.01% | 1306 |
|
2022
Q2 | $27K | Sell |
2,454
-59
| -2% | -$649 | ﹤0.01% | 1067 |
|
2022
Q1 | $38K | Buy |
2,513
+334
| +15% | +$5.05K | ﹤0.01% | 1034 |
|
2021
Q4 | $35K | Buy |
+2,179
| New | +$35K | ﹤0.01% | 1099 |
|