UB
UMB Bank’s Broadcom AVGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $133M | Sell |
484,171
-9,421
| -2% | -$2.6M | 2.08% | 8 |
|
2025
Q1 | $82.6M | Sell |
493,592
-15,598
| -3% | -$2.61M | 1.36% | 16 |
|
2024
Q4 | $118M | Sell |
509,190
-12,690
| -2% | -$2.94M | 1.87% | 10 |
|
2024
Q3 | $90M | Buy |
521,880
+465,007
| +818% | +$80.2M | 1.4% | 17 |
|
2024
Q2 | $91.3M | Buy |
56,873
+694
| +1% | +$1.11M | 1.5% | 15 |
|
2024
Q1 | $74.5M | Sell |
56,179
-507
| -0.9% | -$672K | 1.18% | 19 |
|
2023
Q4 | $63.3M | Sell |
56,686
-11,675
| -17% | -$13M | 0.92% | 27 |
|
2023
Q3 | $56.8M | Buy |
68,361
+4,839
| +8% | +$4.02M | 0.91% | 27 |
|
2023
Q2 | $55.1M | Sell |
63,522
-465
| -0.7% | -$403K | 0.84% | 29 |
|
2023
Q1 | $41.1M | Buy |
63,987
+135
| +0.2% | +$86.6K | 0.66% | 41 |
|
2022
Q4 | $35.7M | Buy |
63,852
+1,660
| +3% | +$928K | 0.56% | 45 |
|
2022
Q3 | $27.6M | Buy |
62,192
+1,274
| +2% | +$566K | 0.47% | 55 |
|
2022
Q2 | $29.6M | Buy |
60,918
+874
| +1% | +$425K | 0.46% | 56 |
|
2022
Q1 | $37.8M | Buy |
60,044
+991
| +2% | +$624K | 0.5% | 49 |
|
2021
Q4 | $39.3M | Buy |
59,053
+11,227
| +23% | +$7.47M | 0.5% | 46 |
|
2021
Q3 | $23.2M | Buy |
47,826
+1,738
| +4% | +$843K | 0.52% | 46 |
|
2021
Q2 | $22M | Buy |
46,088
+2,974
| +7% | +$1.42M | 0.5% | 49 |
|
2021
Q1 | $20M | Sell |
43,114
-5,812
| -12% | -$2.69M | 0.49% | 51 |
|
2020
Q4 | $21.4M | Buy |
48,926
+2,245
| +5% | +$983K | 0.58% | 43 |
|
2020
Q3 | $14.7M | Hold |
46,681
| – | – | 0.46% | 61 |
|
2020
Q2 | $14.7M | Sell |
46,681
-1,648
| -3% | -$520K | 0.46% | 61 |
|
2020
Q1 | $11.5M | Buy |
48,329
+47,577
| +6,327% | +$11.3M | 0.41% | 67 |
|
2019
Q4 | $237K | Hold |
752
| – | – | 0.01% | 334 |
|
2019
Q3 | $208 | Sell |
752
-2
| -0.3% | -$1 | 0.01% | 362 |
|
2019
Q2 | $217 | Buy |
754
+46
| +6% | +$13 | 0.01% | 344 |
|
2019
Q1 | $213K | Buy |
+708
| New | +$213K | 0.01% | 333 |
|
2018
Q4 | – | Sell |
-1,120
| Closed | -$276K | – | 331 |
|
2018
Q3 | $276K | Sell |
1,120
-7
| -0.6% | -$1.73K | 0.01% | 298 |
|
2018
Q2 | $273K | Sell |
1,127
-62
| -5% | -$15K | 0.01% | 294 |
|
2018
Q1 | $281K | Buy |
+1,189
| New | +$281K | 0.01% | 290 |
|