DiNuzzo Private Wealth’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 | $1.37K | Hold |
13
| – | – | ﹤0.01% | 757 |
|
|
2025
Q1 | $1.32K | Hold |
13
| – | – | ﹤0.01% | 733 |
|
|
2024
Q4 | $1.47K | Hold |
13
| – | – | ﹤0.01% | 713 |
|
|
2024
Q3 | $1.37K | Buy |
13
+2
| +18% | +$210 | ﹤0.01% | 749 |
|
|
2024
Q2 | $918 | Buy |
11
+1
| +10% | +$83 | ﹤0.01% | 823 |
|
|
2024
Q1 | $870 | Hold |
10
| – | – | ﹤0.01% | 793 |
|
|
2023
Q4 | $836 | Buy |
+10
| New | +$836 | ﹤0.01% | 776 |
|