UMB Bank’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21.2K | Sell |
485
-78
| -14% | -$3.41K | ﹤0.01% | 1357 |
|
2025
Q1 | $25.8K | Buy |
563
+4
| +0.7% | +$183 | ﹤0.01% | 1266 |
|
2024
Q4 | $32.6K | Sell |
559
-26
| -4% | -$1.52K | ﹤0.01% | 1081 |
|
2024
Q3 | $34.9K | Buy |
585
+137
| +31% | +$8.18K | ﹤0.01% | 991 |
|
2024
Q2 | $23.6K | Buy |
448
+43
| +11% | +$2.27K | ﹤0.01% | 1009 |
|
2024
Q1 | $20.3K | Hold |
405
| – | – | ﹤0.01% | 1075 |
|
2023
Q4 | $18.4K | Hold |
405
| – | – | ﹤0.01% | 1087 |
|
2023
Q3 | $20.3K | Hold |
405
| – | – | ﹤0.01% | 1076 |
|
2023
Q2 | $17.1K | Hold |
405
| – | – | ﹤0.01% | 1123 |
|
2023
Q1 | $16.7K | Hold |
405
| – | – | ﹤0.01% | 1132 |
|
2022
Q4 | $20K | Sell |
405
-401
| -50% | -$19.8K | ﹤0.01% | 1115 |
|
2022
Q3 | $31K | Hold |
806
| – | – | ﹤0.01% | 985 |
|
2022
Q2 | $32K | Hold |
806
| – | – | ﹤0.01% | 1026 |
|
2022
Q1 | $46K | Hold |
806
| – | – | ﹤0.01% | 994 |
|
2021
Q4 | $31K | Buy |
+806
| New | +$31K | ﹤0.01% | 1139 |
|