Private Wealth Management Group’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68K | Hold |
35
| – | – | ﹤0.01% | 877 |
|
|
2025
Q1 | $3.54K | Buy |
35
+24
| +218% | +$2.43K | ﹤0.01% | 858 |
|
|
2024
Q4 | $1.24K | Hold |
11
| – | – | ﹤0.01% | 1233 |
|
|
2024
Q3 | $1.16K | Hold |
11
| – | – | ﹤0.01% | 1238 |
|
|
2024
Q2 | $918 | Hold |
11
| – | – | ﹤0.01% | 1312 |
|
|
2024
Q1 | $957 | Hold |
11
| – | – | ﹤0.01% | 1275 |
|
|
2023
Q4 | $920 | Buy |
+11
| New | +$920 | ﹤0.01% | 1313 |
|