Janiczek Wealth Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $38.9K | Hold |
465
| – | – | 0.01% | 442 |
|
|
2024
Q1 | $40.6K | Hold |
465
| – | – | 0.01% | 439 |
|
|
2023
Q4 | $39K | Hold |
465
| – | – | 0.01% | 430 |
|
|
2023
Q3 | $29K | Sell |
465
-6
| -1% | -$374 | 0.01% | 464 |
|
|
2023
Q2 | $28.8K | Buy |
471
+454
| +2,671% | +$27.8K | 0.01% | 402 |
|
|
2023
Q1 | $990 | Sell |
17
-16
| -48% | -$932 | ﹤0.01% | 848 |
|
|
2022
Q4 | $2.86K | Buy |
33
+16
| +94% | +$1.39K | ﹤0.01% | 728 |
|
|
2022
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 879 |
|
|
2022
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 805 |
|
|
2022
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 795 |
|
|
2021
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 854 |
|
|
2021
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 832 |
|
|
2021
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 790 |
|
|
2021
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 753 |
|
|
2020
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 771 |
|
|
2020
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 613 |
|