UMB Bank’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Sell |
572
-42
| -7% | -$17K | ﹤0.01% | 566 |
|
|
2025
Q1 | $258K | Buy |
614
+61
| +11% | +$25.6K | ﹤0.01% | 522 |
|
|
2024
Q4 | $268K | Buy |
553
+31
| +6% | +$15K | ﹤0.01% | 512 |
|
|
2024
Q3 | $265K | Buy |
522
+11
| +2% | +$5.57K | ﹤0.01% | 519 |
|
|
2024
Q2 | $229K | Buy |
511
+66
| +15% | +$29.6K | ﹤0.01% | 534 |
|
|
2024
Q1 | $212K | Hold |
445
| – | – | ﹤0.01% | 561 |
|
|
2023
Q4 | $201K | Sell |
445
-35
| -7% | -$15.8K | ﹤0.01% | 580 |
|
|
2023
Q3 | $165K | Hold |
480
| – | – | ﹤0.01% | 603 |
|
|
2023
Q2 | $168K | Sell |
480
-12
| -2% | -$4.2K | ﹤0.01% | 608 |
|
|
2023
Q1 | $160K | Sell |
492
-122
| -20% | -$39.7K | ﹤0.01% | 605 |
|
|
2022
Q4 | $206K | Sell |
614
-210
| -25% | -$70.5K | ﹤0.01% | 578 |
|
|
2022
Q3 | $228K | Sell |
824
-83
| -9% | -$23K | ﹤0.01% | 575 |
|
|
2022
Q2 | $219K | Sell |
907
-81
| -8% | -$19.6K | ﹤0.01% | 609 |
|
|
2022
Q1 | $294K | Buy |
988
+54
| +6% | +$16.1K | ﹤0.01% | 577 |
|
|
2021
Q4 | $312K | Buy |
+934
| New | +$312K | ﹤0.01% | 579 |
|