FAS Wealth Partners’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 | $541K | Sell |
5,141
-2,233
| -30% | -$235K | 0.04% | 210 |
|
|
2025
Q1 | $746K | Buy |
7,374
+52
| +0.7% | +$5.26K | 0.06% | 168 |
|
|
2024
Q4 | $826K | Sell |
7,322
-372
| -5% | -$42K | 0.07% | 163 |
|
|
2024
Q3 | $809K | Sell |
7,694
-1,547
| -17% | -$163K | 0.06% | 163 |
|
|
2024
Q2 | $771K | Buy |
9,241
+1,887
| +26% | +$157K | 0.07% | 159 |
|
|
2024
Q1 | $640K | Buy |
7,354
+27
| +0.4% | +$2.35K | 0.06% | 176 |
|
|
2023
Q4 | $612K | Sell |
7,327
-47
| -0.6% | -$3.93K | 0.06% | 179 |
|
|
2023
Q3 | $458K | Sell |
7,374
-865
| -10% | -$53.7K | 0.05% | 198 |
|
|
2023
Q2 | $502K | Buy |
8,239
+86
| +1% | +$5.24K | 0.06% | 177 |
|
|
2023
Q1 | $471K | Buy |
8,153
+309
| +4% | +$17.8K | 0.05% | 197 |
|
|
2022
Q4 | $655K | Buy |
7,844
+816
| +12% | +$68.2K | 0.07% | 180 |
|
|
2022
Q3 | $592K | Buy |
7,028
+12
| +0.2% | +$1.01K | 0.07% | 170 |
|
|
2022
Q2 | $604K | Buy |
7,016
+2,211
| +46% | +$190K | 0.06% | 174 |
|
|
2022
Q1 | $467K | Buy |
4,805
+376
| +8% | +$36.5K | 0.04% | 195 |
|
|
2021
Q4 | $470K | Buy |
4,429
+109
| +3% | +$11.6K | 0.04% | 203 |
|
|
2021
Q3 | $418K | Buy |
4,320
+8
| +0.2% | +$774 | 0.04% | 199 |
|
|
2021
Q2 | $401K | Buy |
+4,312
| New | +$401K | 0.04% | 205 |
|