Glassman Wealth Services’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12
| Closed | -$1K | – | 1729 |
|
|
2023
Q4 | $1K | Sell |
12
-2
| -14% | -$167 | ﹤0.01% | 1538 |
|
|
2023
Q3 | $869 | Hold |
14
| – | – | ﹤0.01% | 1595 |
|
|
2023
Q2 | $853 | Buy |
+14
| New | +$853 | ﹤0.01% | 1485 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | – | – | 1380 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1373 |
|