UMB Bank’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Sell |
3,610
-14
| -0.4% | -$2.45K | 0.01% | 384 |
|
|
2025
Q1 | $601K | Hold |
3,624
| – | – | 0.01% | 388 |
|
|
2024
Q4 | $656K | Hold |
3,624
| – | – | 0.01% | 376 |
|
|
2024
Q3 | $661K | Buy |
3,624
+14
| +0.4% | +$2.55K | 0.01% | 367 |
|
|
2024
Q2 | $550K | Hold |
3,610
| – | – | 0.01% | 391 |
|
|
2024
Q1 | $599K | Hold |
3,610
| – | – | 0.01% | 390 |
|
|
2023
Q4 | $585K | Hold |
3,610
| – | – | 0.01% | 401 |
|
|
2023
Q3 | $525K | Hold |
3,610
| – | – | 0.01% | 397 |
|
|
2023
Q2 | $556K | Hold |
3,610
| – | – | 0.01% | 401 |
|
|
2023
Q1 | $509K | Hold |
3,610
| – | – | 0.01% | 410 |
|
|
2022
Q4 | $442K | Sell |
3,610
-2,770
| -43% | -$339K | 0.01% | 434 |
|
|
2022
Q3 | $759K | Sell |
6,380
-1,000
| -14% | -$119K | 0.01% | 382 |
|
|
2022
Q2 | $894K | Buy |
7,380
+1,210
| +20% | +$147K | 0.01% | 386 |
|
|
2022
Q1 | $894K | Buy |
6,170
+2,400
| +64% | +$348K | 0.01% | 402 |
|
|
2021
Q4 | $741K | Buy |
+3,770
| New | +$741K | 0.01% | 430 |
|