UMB Bank’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Sell |
3,581
-465
| -11% | -$15.7K | ﹤0.01% | 763 |
|
|
2025
Q1 | $124K | Buy |
4,046
+335
| +9% | +$10.3K | ﹤0.01% | 695 |
|
|
2024
Q4 | $113K | Buy |
3,711
+203
| +6% | +$6.16K | ﹤0.01% | 669 |
|
|
2024
Q3 | $108K | Sell |
3,508
-1,198
| -25% | -$37K | ﹤0.01% | 683 |
|
|
2024
Q2 | $139K | Buy |
4,706
+263
| +6% | +$7.77K | ﹤0.01% | 625 |
|
|
2024
Q1 | $136K | Buy |
4,443
+1,806
| +68% | +$55.5K | ﹤0.01% | 639 |
|
|
2023
Q4 | $81.5K | Sell |
2,637
-211
| -7% | -$6.52K | ﹤0.01% | 744 |
|
|
2023
Q3 | $70.2K | Buy |
2,848
+589
| +26% | +$14.5K | ﹤0.01% | 757 |
|
|
2023
Q2 | $45.8K | Buy |
2,259
+21
| +0.9% | +$426 | ﹤0.01% | 867 |
|
|
2023
Q1 | $47.8K | Buy |
2,238
+1,222
| +120% | +$26.1K | ﹤0.01% | 850 |
|
|
2022
Q4 | $19K | Hold |
1,016
| – | – | ﹤0.01% | 1129 |
|
|
2022
Q3 | $15K | Sell |
1,016
-1,455
| -59% | -$21.5K | ﹤0.01% | 1203 |
|
|
2022
Q2 | $40K | Sell |
2,471
-1,492
| -38% | -$24.2K | ﹤0.01% | 978 |
|
|
2022
Q1 | $77K | Hold |
3,963
| – | – | ﹤0.01% | 831 |
|
|
2021
Q4 | $71K | Buy |
+3,963
| New | +$71K | ﹤0.01% | 891 |
|