UMB Bank’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3K | Buy |
52
+9
| +21% | +$4.03K | ﹤0.01% | 1337 |
|
|
2025
Q1 | $19.6K | Buy |
43
+6
| +16% | +$2.73K | ﹤0.01% | 1334 |
|
|
2024
Q4 | $17.8K | Buy |
37
+18
| +95% | +$8.65K | ﹤0.01% | 1303 |
|
|
2024
Q3 | $8.74K | Sell |
19
-47
| -71% | -$21.6K | ﹤0.01% | 1535 |
|
|
2024
Q2 | $26.9K | Buy |
66
+39
| +144% | +$15.9K | ﹤0.01% | 984 |
|
|
2024
Q1 | $12.3K | Hold |
27
| – | – | ﹤0.01% | 1235 |
|
|
2023
Q4 | $12.9K | Hold |
27
| – | – | ﹤0.01% | 1206 |
|
|
2023
Q3 | $11.8K | Buy |
27
+11
| +69% | +$4.81K | ﹤0.01% | 1242 |
|
|
2023
Q2 | $6.41K | Sell |
16
-9
| -36% | -$3.61K | ﹤0.01% | 1377 |
|
|
2023
Q1 | $10.4K | Sell |
25
-16
| -39% | -$6.64K | ﹤0.01% | 1280 |
|
|
2022
Q4 | $16K | Sell |
41
-1,346
| -97% | -$525K | ﹤0.01% | 1159 |
|
|
2022
Q3 | $555K | Sell |
1,387
-4,418
| -76% | -$1.77M | 0.01% | 424 |
|
|
2022
Q2 | $2.23M | Sell |
5,805
-52
| -0.9% | -$20K | 0.03% | 267 |
|
|
2022
Q1 | $2.54M | Sell |
5,857
-152
| -3% | -$66K | 0.03% | 271 |
|
|
2021
Q4 | $2.92M | Buy |
+6,009
| New | +$2.92M | 0.04% | 251 |
|