Pathstone Family Office’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $312K | Sell |
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|
2023
Q1 | $316K | Sell |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $712K | Sell |
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|
2022
Q1 | $828K | Buy |
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|
2021
Q4 | $806K | Sell |
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|
2021
Q3 | $738K | Buy |
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|
2021
Q2 | $575K | Buy |
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|
2021
Q1 | $366K | Buy |
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