MBM Wealth Consultants’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-514
| Closed | -$23K | – | 263 |
|
|
2023
Q1 | $23K | Hold |
514
| – | – | 0.01% | 185 |
|
|
2022
Q4 | $42K | Hold |
514
| – | – | 0.02% | 170 |
|
|
2022
Q3 | $45K | Sell |
514
-21,416
| -98% | -$1.87M | 0.02% | 155 |
|
|
2022
Q2 | $368K | Buy |
21,930
+21,416
| +4,167% | +$359K | 0.18% | 61 |
|
|
2022
Q1 | $50K | Sell |
514
-94
| -15% | -$9.14K | 0.02% | 179 |
|
|
2021
Q4 | $65K | Hold |
608
| – | – | 0.03% | 143 |
|
|
2021
Q3 | $59K | Hold |
608
| – | – | 0.03% | 145 |
|
|
2021
Q2 | $57K | Hold |
608
| – | – | 0.03% | 137 |
|
|
2021
Q1 | $56K | Sell |
608
-131
| -18% | -$12.1K | 0.03% | 132 |
|
|
2020
Q4 | $51K | Hold |
739
| – | – | 0.03% | 129 |
|
|
2020
Q3 | $36K | Hold |
739
| – | – | 0.02% | 141 |
|
|
2020
Q2 | $38K | Hold |
739
| – | – | 0.03% | 133 |
|
|
2020
Q1 | $34K | Sell |
739
-146
| -16% | -$6.72K | 0.03% | 120 |
|
|
2019
Q4 | $61K | Hold |
885
| – | – | 0.05% | 114 |
|
|
2019
Q3 | $57K | Hold |
885
| – | – | 0.04% | 116 |
|
|
2019
Q2 | $58K | Hold |
885
| – | – | 0.05% | 117 |
|
|
2019
Q1 | $57K | Sell |
885
-146
| -14% | -$9.4K | 0.05% | 117 |
|
|
2018
Q4 | $63K | Buy |
+1,031
| New | +$63K | 0.06% | 117 |
|