UMB Bank’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
672
+156
| +30% | +$49K | ﹤0.01% | 585 |
|
|
2025
Q1 | $155K | Buy |
516
+49
| +10% | +$14.7K | ﹤0.01% | 629 |
|
|
2024
Q4 | $157K | Buy |
467
+54
| +13% | +$18.2K | ﹤0.01% | 603 |
|
|
2024
Q3 | $132K | Buy |
413
+56
| +16% | +$17.9K | ﹤0.01% | 650 |
|
|
2024
Q2 | $106K | Buy |
357
+10
| +3% | +$2.96K | ﹤0.01% | 668 |
|
|
2024
Q1 | $107K | Buy |
347
+7
| +2% | +$2.16K | ﹤0.01% | 687 |
|
|
2023
Q4 | $97.3K | Hold |
340
| – | – | ﹤0.01% | 701 |
|
|
2023
Q3 | $79.6K | Hold |
340
| – | – | ﹤0.01% | 730 |
|
|
2023
Q2 | $66.7K | Sell |
340
-35
| -9% | -$6.86K | ﹤0.01% | 785 |
|
|
2023
Q1 | $76.1K | Sell |
375
-100
| -21% | -$20.3K | ﹤0.01% | 747 |
|
|
2022
Q4 | $103K | Sell |
475
-250
| -34% | -$54.2K | ﹤0.01% | 689 |
|
|
2022
Q3 | $154K | Hold |
725
| – | – | ﹤0.01% | 646 |
|
|
2022
Q2 | $175K | Hold |
725
| – | – | ﹤0.01% | 649 |
|
|
2022
Q1 | $198K | Hold |
725
| – | – | ﹤0.01% | 653 |
|
|
2021
Q4 | $248K | Buy |
+725
| New | +$248K | ﹤0.01% | 622 |
|