Tandem Investment Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,105
| Closed | -$259K | – | 89 |
|
|
2022
Q4 | $259K | Sell |
3,105
-2,625
| -46% | -$219K | 0.01% | 75 |
|
|
2022
Q3 | $483K | Buy |
5,730
+69
| +1% | +$5.82K | 0.03% | 63 |
|
|
2022
Q2 | $487K | Buy |
5,661
+101
| +2% | +$8.69K | 0.03% | 58 |
|
|
2022
Q1 | $540K | Sell |
5,560
-444
| -7% | -$43.1K | 0.03% | 51 |
|
|
2021
Q4 | $637K | Buy |
6,004
+51
| +0.9% | +$5.41K | 0.04% | 52 |
|
|
2021
Q3 | $576K | Buy |
5,953
+208
| +4% | +$20.1K | 0.05% | 49 |
|
|
2021
Q2 | $535K | Buy |
5,745
+187
| +3% | +$17.4K | 0.05% | 47 |
|
|
2021
Q1 | $513K | Sell |
5,558
-1,806
| -25% | -$167K | 0.05% | 47 |
|
|
2020
Q4 | $508K | Sell |
7,364
-98
| -1% | -$6.76K | 0.05% | 46 |
|
|
2020
Q3 | $366K | Sell |
7,462
-6
| -0.1% | -$294 | 0.04% | 51 |
|
|
2020
Q2 | $385K | Buy |
7,468
+441
| +6% | +$22.7K | 0.05% | 50 |
|
|
2020
Q1 | $326K | Buy |
7,027
+2,639
| +60% | +$122K | 0.05% | 52 |
|
|
2019
Q4 | $301K | Buy |
+4,388
| New | +$301K | 0.05% | 55 |
|