UMB Bank’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $124K | Sell |
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|
2025
Q2 | $211K | Buy |
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|
2025
Q1 | $155K | Buy |
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|
2024
Q4 | $157K | Buy |
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|
2024
Q3 | $132K | Buy |
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|
2024
Q2 | $106K | Buy |
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|
2024
Q1 | $107K | Buy |
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|
2023
Q4 | $97.3K | Hold |
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|
2023
Q3 | $79.6K | Hold |
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|
2023
Q2 | $66.7K | Sell |
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|
2023
Q1 | $76.1K | Sell |
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|
2022
Q4 | $103K | Sell |
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|
2022
Q3 | $154K | Hold |
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|
2022
Q2 | $175K | Hold |
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|
2022
Q1 | $198K | Hold |
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|
2021
Q4 | $248K | Buy |
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