UMB Bank’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $58.5K | Buy |
833
+227
| +37% | +$15.9K | ﹤0.01% | 1064 |
|
2025
Q1 | $41.3K | Buy |
606
+250
| +70% | +$17K | ﹤0.01% | 1130 |
|
2024
Q4 | $26.6K | Buy |
356
+158
| +80% | +$11.8K | ﹤0.01% | 1148 |
|
2024
Q3 | $18.4K | Buy |
198
+162
| +450% | +$15.1K | ﹤0.01% | 1259 |
|
2024
Q2 | $3.09K | Buy |
36
+19
| +112% | +$1.63K | ﹤0.01% | 1616 |
|
2024
Q1 | $1.43K | Buy |
+17
| New | +$1.43K | ﹤0.01% | 1642 |
|
2023
Q4 | – | Sell |
-62
| Closed | -$4.63K | – | 1688 |
|
2023
Q3 | $4.63K | Hold |
62
| – | – | ﹤0.01% | 1431 |
|
2023
Q2 | $5.24K | Hold |
62
| – | – | ﹤0.01% | 1408 |
|
2023
Q1 | $4.88K | Hold |
62
| – | – | ﹤0.01% | 1415 |
|
2022
Q4 | $5K | Hold |
62
| – | – | ﹤0.01% | 1435 |
|
2022
Q3 | $4K | Hold |
62
| – | – | ﹤0.01% | 1504 |
|
2022
Q2 | $4K | Sell |
62
-14
| -18% | -$903 | ﹤0.01% | 1625 |
|
2022
Q1 | $6K | Sell |
76
-6
| -7% | -$474 | ﹤0.01% | 1625 |
|
2021
Q4 | $7K | Buy |
+82
| New | +$7K | ﹤0.01% | 1547 |
|