UMB Bank’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
5,994
-21
| -0.3% | -$1.3K | 0.01% | 467 |
|
|
2025
Q1 | $315K | Buy |
6,015
+294
| +5% | +$15.4K | 0.01% | 483 |
|
|
2024
Q4 | $329K | Sell |
5,721
-1,811
| -24% | -$104K | 0.01% | 478 |
|
|
2024
Q3 | $400K | Buy |
7,532
+1,654
| +28% | +$87.9K | 0.01% | 436 |
|
|
2024
Q2 | $244K | Buy |
5,878
+368
| +7% | +$15.3K | ﹤0.01% | 525 |
|
|
2024
Q1 | $231K | Buy |
5,510
+1,179
| +27% | +$49.4K | ﹤0.01% | 533 |
|
|
2023
Q4 | $174K | Hold |
4,331
| – | – | ﹤0.01% | 611 |
|
|
2023
Q3 | $135K | Hold |
4,331
| – | – | ﹤0.01% | 639 |
|
|
2023
Q2 | $146K | Hold |
4,331
| – | – | ﹤0.01% | 632 |
|
|
2023
Q1 | $141K | Buy |
+4,331
| New | +$141K | ﹤0.01% | 632 |
|
|
2022
Q4 | – | Sell |
-5,767
| Closed | -$191K | – | 1718 |
|
|
2022
Q3 | $191K | Buy |
5,767
+2,342
| +68% | +$77.6K | ﹤0.01% | 610 |
|
|
2022
Q2 | $123K | Sell |
3,425
-98
| -3% | -$3.52K | ﹤0.01% | 708 |
|
|
2022
Q1 | $161K | Hold |
3,523
| – | – | ﹤0.01% | 689 |
|
|
2021
Q4 | $172K | Buy |
+3,523
| New | +$172K | ﹤0.01% | 690 |
|