UMB Bank’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $103K | Sell |
178
-79
| -31% | -$45.6K | ﹤0.01% | 818 |
|
2025
Q1 | $145K | Buy |
257
+37
| +17% | +$20.9K | ﹤0.01% | 649 |
|
2024
Q4 | $132K | Buy |
220
+49
| +29% | +$29.4K | ﹤0.01% | 634 |
|
2024
Q3 | $99.7K | Buy |
171
+59
| +53% | +$34.4K | ﹤0.01% | 705 |
|
2024
Q2 | $54K | Buy |
112
+15
| +15% | +$7.23K | ﹤0.01% | 809 |
|
2024
Q1 | $54.4K | Hold |
97
| – | – | ﹤0.01% | 817 |
|
2023
Q4 | $54.9K | Sell |
97
-14
| -13% | -$7.92K | ﹤0.01% | 811 |
|
2023
Q3 | $57K | Hold |
111
| – | – | ﹤0.01% | 807 |
|
2023
Q2 | $52.1K | Hold |
111
| – | – | ﹤0.01% | 838 |
|
2023
Q1 | $62.1K | Hold |
111
| – | – | ﹤0.01% | 792 |
|
2022
Q4 | $51K | Sell |
111
-225
| -67% | -$103K | ﹤0.01% | 841 |
|
2022
Q3 | $142K | Sell |
336
-24
| -7% | -$10.1K | ﹤0.01% | 656 |
|
2022
Q2 | $148K | Hold |
360
| – | – | ﹤0.01% | 675 |
|
2022
Q1 | $181K | Hold |
360
| – | – | ﹤0.01% | 664 |
|
2021
Q4 | $220K | Buy |
+360
| New | +$220K | ﹤0.01% | 642 |
|