Forvis Mazars Wealth Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,325
| Closed | -$361K | – | 416 |
|
|
2022
Q4 | $361K | Hold |
4,325
| – | – | 0.01% | 303 |
|
|
2022
Q3 | $364K | Hold |
4,325
| – | – | 0.01% | 293 |
|
|
2022
Q2 | $373K | Hold |
4,325
| – | – | 0.02% | 290 |
|
|
2022
Q1 | $420K | Hold |
4,325
| – | – | 0.02% | 205 |
|
|
2021
Q4 | $459K | Hold |
4,325
| – | – | 0.02% | 187 |
|
|
2021
Q3 | $418K | Hold |
4,325
| – | – | 0.02% | 194 |
|
|
2021
Q2 | $402K | Hold |
4,325
| – | – | 0.02% | 196 |
|
|
2021
Q1 | $399K | Sell |
4,325
-652
| -13% | -$60.2K | 0.02% | 192 |
|
|
2020
Q4 | $343K | Sell |
4,977
-509
| -9% | -$35.1K | 0.02% | 273 |
|
|
2020
Q3 | $269K | Sell |
5,486
-800
| -13% | -$39.2K | 0.02% | 266 |
|
|
2020
Q2 | $324K | Hold |
6,286
| – | – | 0.02% | 244 |
|
|
2020
Q1 | $291K | Buy |
+6,286
| New | +$291K | 0.02% | 232 |
|