HNWAG
High Net Worth Advisory Group’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
2,801
+1
| +0% | +$105 | 0.08% | 178 |
|
|
2025
Q1 | $283K | Hold |
2,800
| – | – | 0.08% | 173 |
|
|
2024
Q4 | $316K | Hold |
2,800
| – | – | 0.09% | 167 |
|
|
2024
Q3 | $294K | Hold |
2,800
| – | – | 0.08% | 173 |
|
|
2024
Q2 | $234K | Hold |
2,800
| – | – | 0.07% | 189 |
|
|
2024
Q1 | $244K | Hold |
2,800
| – | – | 0.08% | 184 |
|
|
2023
Q4 | $234K | Buy |
+2,800
| New | +$234K | 0.09% | 173 |
|
|
2023
Q1 | – | Sell |
-2,800
| Closed | -$234K | – | 554 |
|
|
2022
Q4 | $234K | Sell |
2,800
-300
| -10% | -$25.1K | 0.09% | 169 |
|
|
2022
Q3 | $261K | Sell |
3,100
-4,364
| -58% | -$367K | 0.11% | 152 |
|
|
2022
Q2 | $643K | Buy |
+7,464
| New | +$643K | 0.27% | 88 |
|