UMB Bank’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
2025
Q1
$191K Buy
2024
Q4
$86.2K Buy
2024
Q3
$40.1K Buy
2024
Q2
$7.85K Buy
2024
Q1
$3.13K Buy
2022
Q3
Sell
2022
Q2
$1K Sell
2022
Q1
$2K Hold
2021
Q4
$2K Buy