Heritage Wealth Management (Arizona)’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $324K | Buy |
3,881
+2,120
| +120% | +$177K | 0.05% | 282 |
|
|
2022
Q3 | $148K | Buy |
1,761
+58
| +3% | +$4.88K | 0.05% | 281 |
|
|
2022
Q2 | $147K | Buy |
1,703
+186
| +12% | +$16K | 0.05% | 291 |
|
|
2022
Q1 | $147K | Buy |
+1,517
| New | +$147K | 0.04% | 321 |
|
|
2021
Q3 | $79K | Buy |
814
+125
| +18% | +$12.1K | 0.03% | 383 |
|
|
2021
Q2 | $64K | Buy |
+689
| New | +$64K | 0.02% | 417 |
|