Douglass Winthrop Advisors’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 | $613K | Sell |
5,825
-350
| -6% | -$36.8K | 0.01% | 178 |
|
|
2025
Q1 | $624K | Sell |
6,175
-250
| -4% | -$25.3K | 0.01% | 173 |
|
|
2024
Q4 | $725K | Hold |
6,425
| – | – | 0.01% | 168 |
|
|
2024
Q3 | $675K | Hold |
6,425
| – | – | 0.01% | 182 |
|
|
2024
Q2 | $536K | Sell |
6,425
-1,585
| -20% | -$132K | 0.01% | 185 |
|
|
2024
Q1 | $697K | Buy |
+8,010
| New | +$697K | 0.01% | 164 |
|