FAS Wealth Partners’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $604K | Sell |
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|
2025
Q2 | $541K | Sell |
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|
2025
Q1 | $746K | Buy |
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|
2024
Q4 | $826K | Sell |
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|
2024
Q3 | $809K | Sell |
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|
2024
Q2 | $771K | Buy |
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|
2024
Q1 | $640K | Buy |
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|
2023
Q4 | $612K | Sell |
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $502K | Buy |
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|
2023
Q1 | $471K | Buy |
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|
2022
Q4 | $655K | Buy |
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|
2022
Q3 | $592K | Buy |
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|
2022
Q2 | $604K | Buy |
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|
2022
Q1 | $467K | Buy |
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|
2021
Q4 | $470K | Buy |
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|
2021
Q3 | $418K | Buy |
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|
2021
Q2 | $401K | Buy |
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