GHP Investment Advisors’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 | $5.43M | Buy |
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|
2025
Q2 | $4.76M | Buy |
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|
2025
Q1 | $4.5M | Buy |
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|
2024
Q4 | $5.02M | Sell |
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|
2024
Q3 | $4.7M | Buy |
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|
2024
Q2 | $3.68M | Sell |
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|
2024
Q1 | $3.85M | Buy |
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|
2023
Q4 | $3.68M | Sell |
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|
2023
Q3 | $2.74M | Buy |
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|
2023
Q2 | $2.99M | Buy |
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|
2023
Q1 | $2.3M | Buy |
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|
2022
Q4 | $3.31M | Sell |
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|
2022
Q3 | $3.69M | Buy |
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|
2022
Q2 | $3.73M | Buy |
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|
2022
Q1 | $4.02M | Buy |
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|
2021
Q4 | $4.04M | Buy |
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|
2021
Q3 | $3.3M | Buy |
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|
2021
Q2 | $3.04M | Buy |
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|
2021
Q1 | $2.96M | Buy |
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|
2020
Q4 | $2.11M | Buy |
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|
2020
Q3 | $1.34M | Buy |
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|
2020
Q2 | $1.19M | Buy |
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|
2020
Q1 | $732K | Buy |
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|
2019
Q4 | $915K | Buy |
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|
2019
Q3 | $744K | Sell |
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|
2019
Q2 | $974K | Buy |
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|
2019
Q1 | $900K | Buy |
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|
2018
Q4 | $805K | Buy |
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|
2018
Q3 | $762K | Sell |
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|
2018
Q2 | $833K | Buy |
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|
2018
Q1 | $781K | Buy |
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|
2017
Q4 | $659K | Buy |
|
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|
2017
Q3 | $674K | Buy |
|
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|
2017
Q2 | $613K | Buy |
|
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|
2017
Q1 | $617K | Buy |
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|
2016
Q4 | $631K | Buy |
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|
2016
Q3 | $487K | Buy |
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|
2016
Q2 | $435K | Buy |
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|
2016
Q1 | $411K | Buy |
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|
2015
Q4 | $371K | Sell |
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|
2015
Q3 | $438K | Hold |
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|
2015
Q2 | $476K | Buy |
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|
2015
Q1 | $440K | Buy |
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|
2014
Q4 | $456K | Buy |
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|
2014
Q3 | $437K | Buy |
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|
2014
Q2 | $508K | Buy |
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|
2014
Q1 | $519K | Buy |
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|
2013
Q4 | $515K | Sell |
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|
2013
Q3 | $444K | Buy |
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|
2013
Q2 | $455K | Buy |
|