Manchester Capital Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79K | Hold |
36
| – | – | ﹤0.01% | 939 |
|
|
2025
Q1 | $3.64K | Hold |
36
| – | – | ﹤0.01% | 943 |
|
|
2024
Q4 | $4.06K | Hold |
36
| – | – | ﹤0.01% | 922 |
|
|
2024
Q3 | $3.78K | Hold |
36
| – | – | ﹤0.01% | 924 |
|
|
2024
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 912 |
|
|
2024
Q1 | $3.13K | Hold |
36
| – | – | ﹤0.01% | 792 |
|
|
2023
Q4 | $3.01K | Hold |
36
| – | – | ﹤0.01% | 765 |
|
|
2023
Q3 | $2.23K | Hold |
36
| – | – | ﹤0.01% | 755 |
|
|
2023
Q2 | $2.19K | Sell |
36
-2,643
| -99% | -$161K | ﹤0.01% | 728 |
|
|
2023
Q1 | $155K | Buy |
2,679
+36
| +1% | +$2.08K | 0.02% | 316 |
|
|
2022
Q4 | $221K | Buy |
+2,643
| New | +$221K | 0.03% | 235 |
|
|
2022
Q2 | – | Sell |
-32
| Closed | -$3K | – | 1160 |
|
|
2022
Q1 | $3K | Sell |
32
-17
| -35% | -$1.59K | ﹤0.01% | 779 |
|
|
2021
Q4 | $5K | Buy |
49
+34
| +227% | +$3.47K | ﹤0.01% | 688 |
|
|
2021
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1007 |
|
|
2019
Q2 | – | Sell |
-523
| Closed | -$33K | – | 644 |
|
|
2019
Q1 | $33K | Buy |
+523
| New | +$33K | ﹤0.01% | 465 |
|
|
2016
Q1 | – | Sell |
-1,675
| Closed | -$78K | – | 673 |
|
|
2015
Q4 | $78K | Hold |
1,675
| – | – | 0.01% | 358 |
|
|
2015
Q3 | $85K | Buy |
+1,675
| New | +$85K | 0.01% | 321 |
|
|
2015
Q1 | – | Sell |
-3,245
| Closed | -$185K | – | 881 |
|
|
2014
Q4 | $185K | Sell |
3,245
-1,675
| -34% | -$95.5K | 0.02% | 386 |
|
|
2014
Q3 | $268K | Sell |
4,920
-550
| -10% | -$30K | 0.04% | 276 |
|
|
2014
Q2 | $347K | Sell |
5,470
-100
| -2% | -$6.34K | 0.05% | 232 |
|
|
2014
Q1 | $360K | Buy |
5,570
+1,526
| +38% | +$98.6K | 0.06% | 193 |
|
|
2013
Q4 | $260K | Hold |
4,044
| – | – | 0.04% | 276 |
|
|
2013
Q3 | $220K | Buy |
4,044
+25
| +0.6% | +$1.36K | 0.04% | 306 |
|
|
2013
Q2 | $224K | Buy |
+4,019
| New | +$224K | 0.04% | 278 |
|