UMB Bank’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $114K | Buy |
1,894
+507
| +37% | +$30.8K | ﹤0.01% | 919 |
|
|
2025
Q4 | $90.3K | Buy |
1,387
+49
| +4% | +$3.38K | ﹤0.01% | 999 |
|
|
2025
Q3 | $96.7K | Buy |
1,338
+204
| +18% | +$15.3K | ﹤0.01% | 884 |
|
|
2025
Q2 | $77K | Sell |
1,134
-5,041
| -82% | -$293K | ﹤0.01% | 936 |
|
|
2025
Q1 | $335K | Sell |
6,175
-50,287
| -89% | -$3.75M | 0.01% | 473 |
|
|
2024
Q4 | $4.8M | Buy |
56,462
+54,160
| +2,353% | +$4.44M | 0.08% | 158 |
|
|
2024
Q3 | $155K | Sell |
2,302
-606
| -21% | -$39.1K | ﹤0.01% | 624 |
|
|
2024
Q2 | $188K | Sell |
2,908
-2,599
| -47% | -$182K | ﹤0.01% | 578 |
|
|
2024
Q1 | $466K | Sell |
5,507
-353
| -6% | -$25.5K | 0.01% | 419 |
|
|
2023
Q4 | $453K | Buy |
5,860
+217
| +4% | +$12.3K | 0.01% | 429 |
|
|
2023
Q3 | $250K | Sell |
5,643
-1,085
| -16% | -$67.2K | ﹤0.01% | 517 |
|
|
2023
Q2 | $448K | Sell |
6,728
-99,946
| -94% | -$6.24M | 0.01% | 427 |
|
|
2023
Q1 | $7.32M | Buy |
106,674
+99,378
| +1,362% | +$7.44M | 0.12% | 150 |
|
|
2022
Q4 | $459K | Buy |
7,296
+931
| +15% | +$57.4K | 0.01% | 427 |
|
|
2022
Q3 | $350K | Sell |
6,365
-298
| -4% | -$21.1K | 0.01% | 491 |
|
|
2022
Q2 | $409K | Buy |
6,663
+478
| +8% | +$43.7K | 0.01% | 500 |
|
|
2022
Q1 | $839K | Sell |
6,185
-34,831
| -85% | -$4.22M | 0.01% | 412 |
|
|
2021
Q4 | $6.62M | Sell |
41,016
-1,016
| -2% | -$220K | 0.08% | 182 |
|
|
2021
Q3 | $10.1M | Buy |
42,032
+38,550
| +1,107% | +$9.9M | 0.23% | 106 |
|
|
2021
Q2 | $849K | Buy |
3,482
+2
| +0.1% | +$464 | 0.02% | 252 |
|
|
2021
Q1 | $791K | Hold |
3,480
| – | – | 0.02% | 247 |
|
|
2020
Q4 | $757K | Buy |
3,480
+67
| +2% | +$13.1K | 0.02% | 239 |
|
|
2020
Q3 | $358K | Hold |
3,413
| – | – | 0.01% | 277 |
|
|
2020
Q2 | $358K | Buy |
+3,413
| New | +$261K | 0.01% | 277 |
|
|
2020
Q1 | – | Sell |
-3,413
| Closed | -$213K | – | 371 |
|
|
2019
Q4 | $213K | Hold |
3,413
| – | – | 0.01% | 347 |
|
|
2019
Q3 | $211 | Hold |
3,413
| – | – | 0.01% | 360 |
|
|
2019
Q2 | $247 | Hold |
3,413
| – | – | 0.01% | 331 |
|
|
2019
Q1 | $255K | Buy |
+3,413
| New | +$247K | 0.01% | 323 |
|
Other funds holding XYZ
VCM
VPM
