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	+231	New	+$27.8K	0.01%	190
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%	-$1.94M	0.02%	155
2022 Q2	$368K	Buy	21,930 +21,416	+4,167%	+$1.94M	0.18%	61
2022 Q1	$50K	Sell	514 -94	-15%	-$9.59K	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%	-$10.8K	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%	-$8.88K	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%	-$9.65K	0.05%	117
2018 Q4	$63K	Buy	+1,031	New	+$66.8K	0.06%	117