UMB Bank’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $148K | Buy |
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|
2025
Q2 | $89.6K | Buy |
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|
2025
Q1 | $45.6K | Buy |
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|
2024
Q4 | $21.3K | Sell |
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|
2024
Q3 | $951K | Sell |
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|
2024
Q2 | $964K | Buy |
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|
2024
Q1 | $999K | Hold |
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|
2023
Q4 | $925K | Sell |
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|
2023
Q3 | $754K | Hold |
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|
2023
Q2 | $758K | Hold |
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|
2023
Q1 | $683K | Buy |
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|
2022
Q4 | $635K | Hold |
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|
2022
Q3 | $553K | Sell |
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|
2022
Q2 | $564K | Hold |
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|
2022
Q1 | $572K | Hold |
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|
2021
Q4 | $643K | Buy |
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