UMB Bank’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6K | Buy |
566
+25
| +5% | +$687 | ﹤0.01% | 1460 |
|
|
2025
Q1 | $13.3K | Buy |
541
+124
| +30% | +$3.06K | ﹤0.01% | 1446 |
|
|
2024
Q4 | $9.61K | Hold |
417
| – | – | ﹤0.01% | 1483 |
|
|
2024
Q3 | $8.89K | Sell |
417
-22
| -5% | -$469 | ﹤0.01% | 1528 |
|
|
2024
Q2 | $9.69K | Sell |
439
-33
| -7% | -$729 | ﹤0.01% | 1275 |
|
|
2024
Q1 | $10.8K | Hold |
472
| – | – | ﹤0.01% | 1263 |
|
|
2023
Q4 | $9.99K | Hold |
472
| – | – | ﹤0.01% | 1293 |
|
|
2023
Q3 | $9.98K | Hold |
472
| – | – | ﹤0.01% | 1292 |
|
|
2023
Q2 | $10.8K | Sell |
472
-1
| -0.2% | -$23 | ﹤0.01% | 1284 |
|
|
2023
Q1 | $11.6K | Hold |
473
| – | – | ﹤0.01% | 1243 |
|
|
2022
Q4 | $12K | Sell |
473
-29
| -6% | -$736 | ﹤0.01% | 1245 |
|
|
2022
Q3 | $10K | Sell |
502
-282
| -36% | -$5.62K | ﹤0.01% | 1307 |
|
|
2022
Q2 | $20K | Buy |
+784
| New | +$20K | ﹤0.01% | 1178 |
|