UMB Bank’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Sell |
|
|||||
|
2025
Q1 | $601K | Hold |
|
|||||
|
2024
Q4 | $656K | Hold |
|
|||||
|
2024
Q3 | $661K | Buy |
|
|||||
|
2024
Q2 | $550K | Hold |
|
|||||
|
2024
Q1 | $599K | Hold |
|
|||||
|
2023
Q4 | $585K | Hold |
|
|||||
|
2023
Q3 | $525K | Hold |
|
|||||
|
2023
Q2 | $556K | Hold |
|
|||||
|
2023
Q1 | $509K | Hold |
|
|||||
|
2022
Q4 | $442K | Sell |
|
|||||
|
2022
Q3 | $759K | Sell |
|
|||||
|
2022
Q2 | $894K | Buy |
|
|||||
|
2022
Q1 | $894K | Buy |
|
|||||
|
2021
Q4 | $741K | Buy |
|