Hennessy Advisors Inc’s UMB Financial UMBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,000	Closed	-$1.02M	–	326
2024 Q4	$1.02M	Sell	9,000 -9,000	-50%	-$1.02M	0.03%	267
2024 Q3	$1.89M	Hold	18,000	–	–	0.06%	242
2024 Q2	$1.5M	Buy	+18,000	New	+$1.5M	0.06%	244