Koesten Hirschmann & Crabtree’s UMB Financial UMBF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$356K Hold
2025
Q1
$342K Hold
2024
Q4
$382K Hold
2024
Q3
$356K Hold
2024
Q2
$295K Hold
2024
Q1
$295K Hold
2023
Q4
$283K Hold
2023
Q3
$210K Hold
2023
Q2
$206K Hold
2023
Q1
$195K Hold
2022
Q4
$283K Buy