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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77K | Sell |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $4.8M | Buy |
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|
2024
Q3 | $155K | Sell |
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|
2024
Q2 | $188K | Sell |
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|
2024
Q1 | $466K | Sell |
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|
2023
Q4 | $453K | Buy |
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|
2023
Q3 | $250K | Sell |
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|
2023
Q2 | $448K | Sell |
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|
2023
Q1 | $7.32M | Buy |
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|
2022
Q4 | $459K | Buy |
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|
2022
Q3 | $350K | Sell |
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|
2022
Q2 | $409K | Buy |
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|
2022
Q1 | $839K | Sell |
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|
2021
Q4 | $6.62M | Sell |
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|
2021
Q3 | $10.1M | Buy |
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|
2021
Q2 | $849K | Buy |
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|
2021
Q1 | $791K | Hold |
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|
2020
Q4 | $757K | Buy |
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|
2020
Q3 | $358K | Hold |
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|
2020
Q2 | $358K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Hold |
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|
2019
Q3 | $211 | Hold |
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|
2019
Q2 | $247 | Hold |
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|
2019
Q1 | $255K | Buy |
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