Bridgewealth Advisory Group’s UMB Financial UMBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$204K	Buy	+1,938	New	+$204K	0.05%	111
2025 Q1	–	Sell	-1,938	Closed	-$218K	–	108
2024 Q4	$218K	Buy	+1,938	New	+$218K	0.06%	103