Pathstone Family Office’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $320K | Buy |
5,118
+32
| +0.6% | +$2K | ﹤0.01% | 1273 |
|
|
2023
Q2 | $312K | Sell |
5,086
-321
| -6% | -$19.7K | ﹤0.01% | 946 |
|
|
2023
Q1 | $316K | Sell |
5,407
-10,533
| -66% | -$615K | 0.01% | 886 |
|
|
2022
Q4 | $1.31M | Sell |
15,940
-138
| -0.9% | -$11.4K | 0.01% | 666 |
|
|
2022
Q3 | $1.36M | Buy |
16,078
+7,842
| +95% | +$664K | 0.01% | 592 |
|
|
2022
Q2 | $712K | Sell |
8,236
-254
| -3% | -$22K | 0.02% | 441 |
|
|
2022
Q1 | $828K | Buy |
8,490
+917
| +12% | +$89.4K | 0.02% | 380 |
|
|
2021
Q4 | $806K | Sell |
7,573
-34
| -0.4% | -$3.62K | 0.02% | 392 |
|
|
2021
Q3 | $738K | Buy |
7,607
+1,451
| +24% | +$141K | 0.02% | 374 |
|
|
2021
Q2 | $575K | Buy |
6,156
+2,202
| +56% | +$206K | 0.02% | 415 |
|
|
2021
Q1 | $366K | Buy |
+3,954
| New | +$366K | 0.01% | 422 |
|