MBM Wealth Consultants’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.1K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $23K | Hold |
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|
2022
Q4 | $42K | Hold |
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|
2022
Q3 | $45K | Sell |
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|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $50K | Sell |
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|
2021
Q4 | $65K | Hold |
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|
2021
Q3 | $59K | Hold |
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|
2021
Q2 | $57K | Hold |
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|
2021
Q1 | $56K | Sell |
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|
2020
Q4 | $51K | Hold |
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|
2020
Q3 | $36K | Hold |
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|
2020
Q2 | $38K | Hold |
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|
2020
Q1 | $34K | Sell |
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|
2019
Q4 | $61K | Hold |
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|
2019
Q3 | $57K | Hold |
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|
2019
Q2 | $58K | Hold |
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|
2019
Q1 | $57K | Sell |
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|
2018
Q4 | $63K | Buy |
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