CIBC Private Wealth Group’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
3,465
+82
| +2% | +$8.62K | ﹤0.01% | 918 |
|
|
2025
Q1 | $293K | Sell |
3,383
-220
| -6% | -$19.1K | ﹤0.01% | 961 |
|
|
2024
Q4 | $397K | Buy |
3,603
+304
| +9% | +$33.5K | ﹤0.01% | 929 |
|
|
2024
Q3 | $347K | Buy |
3,299
+943
| +40% | +$99.1K | ﹤0.01% | 984 |
|
|
2024
Q2 | $192K | Buy |
2,356
+2,161
| +1,108% | +$176K | ﹤0.01% | 1121 |
|
|
2024
Q1 | $16.5K | Buy |
+195
| New | +$16.5K | ﹤0.01% | 2108 |
|