UMB Bank’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Sell |
2,665
-387
| -13% | -$24.4K | ﹤0.01% | 640 |
|
|
2025
Q1 | $210K | Buy |
3,052
+478
| +19% | +$32.9K | ﹤0.01% | 571 |
|
|
2024
Q4 | $152K | Buy |
2,574
+290
| +13% | +$17.1K | ﹤0.01% | 615 |
|
|
2024
Q3 | $146K | Buy |
2,284
+104
| +5% | +$6.67K | ﹤0.01% | 630 |
|
|
2024
Q2 | $112K | Sell |
2,180
-4,044
| -65% | -$207K | ﹤0.01% | 661 |
|
|
2024
Q1 | $271K | Sell |
6,224
-1,494
| -19% | -$65K | ﹤0.01% | 507 |
|
|
2023
Q4 | $385K | Sell |
7,718
-428
| -5% | -$21.3K | 0.01% | 454 |
|
|
2023
Q3 | $343K | Hold |
8,146
| – | – | 0.01% | 458 |
|
|
2023
Q2 | $385K | Sell |
8,146
-2,808
| -26% | -$133K | 0.01% | 449 |
|
|
2023
Q1 | $475K | Sell |
10,954
-2,475
| -18% | -$107K | 0.01% | 420 |
|
|
2022
Q4 | $605K | Sell |
13,429
-2,029
| -13% | -$91.4K | 0.01% | 396 |
|
|
2022
Q3 | $621K | Sell |
15,458
-10,433
| -40% | -$419K | 0.01% | 406 |
|
|
2022
Q2 | $1.33M | Sell |
25,891
-1,363
| -5% | -$70.1K | 0.02% | 333 |
|
|
2022
Q1 | $1.68M | Sell |
27,254
-3,901
| -13% | -$241K | 0.02% | 322 |
|
|
2021
Q4 | $1.59M | Sell |
31,155
-7,978
| -20% | -$408K | 0.02% | 331 |
|
|
2021
Q3 | $2.16M | Sell |
39,133
-1,248
| -3% | -$68.9K | 0.05% | 189 |
|
|
2021
Q2 | $2.31M | Sell |
40,381
-1,363
| -3% | -$77.8K | 0.05% | 184 |
|
|
2021
Q1 | $2.23M | Sell |
41,744
-12,629
| -23% | -$674K | 0.05% | 179 |
|
|
2020
Q4 | $2.67M | Sell |
54,373
-81,196
| -60% | -$3.98M | 0.07% | 161 |
|
|
2020
Q3 | $4.97M | Hold |
135,569
| – | – | 0.15% | 123 |
|
|
2020
Q2 | $4.97M | Sell |
135,569
-7,026
| -5% | -$257K | 0.15% | 123 |
|
|
2020
Q1 | $3.82M | Sell |
142,595
-125,221
| -47% | -$3.36M | 0.14% | 123 |
|
|
2019
Q4 | $15.5M | Sell |
267,816
-27,431
| -9% | -$1.58M | 0.43% | 65 |
|
|
2019
Q3 | $21.6K | Buy |
295,247
+1,512
| +0.5% | +$110 | 0.52% | 49 |
|
|
2019
Q2 | $20.1K | Buy |
293,735
+946
| +0.3% | +$65 | 0.49% | 54 |
|
|
2019
Q1 | $18.7M | Buy |
292,789
+13,608
| +5% | +$868K | 0.57% | 53 |
|
|
2018
Q4 | $16.4K | Sell |
279,181
-48,090
| -15% | -$2.82K | 0.5% | 58 |
|
|
2018
Q3 | $17.8M | Buy |
327,271
+14,831
| +5% | +$807K | 0.53% | 59 |
|
|
2018
Q2 | $17.8M | Buy |
312,440
+99,206
| +47% | +$5.65M | 0.56% | 54 |
|
|
2018
Q1 | $10.6M | Buy |
213,234
+16,102
| +8% | +$797K | 0.34% | 78 |
|
|
2017
Q4 | $11.8M | Buy |
197,132
+14,671
| +8% | +$880K | 0.39% | 69 |
|
|
2017
Q3 | $11.9M | Buy |
182,461
+11,083
| +6% | +$722K | 0.41% | 67 |
|
|
2017
Q2 | $11.9M | Buy |
171,378
+12,653
| +8% | +$879K | 0.42% | 71 |
|
|
2017
Q1 | $10.3M | Buy |
+158,725
| New | +$10.3M | 0.36% | 75 |
|