UMB Bank’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
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|
2025
Q1 | $315K | Buy |
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|
2024
Q4 | $329K | Sell |
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|
2024
Q3 | $400K | Buy |
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|
2024
Q2 | $244K | Buy |
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|
2024
Q1 | $231K | Buy |
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|
2023
Q4 | $174K | Hold |
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|
2023
Q3 | $135K | Hold |
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|
2023
Q2 | $146K | Hold |
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|
2023
Q1 | $141K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $191K | Buy |
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|
2022
Q2 | $123K | Sell |
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|
2022
Q1 | $161K | Hold |
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|
2021
Q4 | $172K | Buy |
|