United Capital Management of KS’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,636
| Closed | -$325K | – | 87 |
|
|
2023
Q1 | $325K | Buy |
5,636
+1
| +0% | +$58 | 0.12% | 72 |
|
|
2022
Q4 | $471K | Buy |
5,635
+1
| +0% | +$84 | 0.19% | 64 |
|
|
2022
Q3 | $475K | Buy |
5,634
+1
| +0% | +$84 | 0.22% | 69 |
|
|
2022
Q2 | $485K | Hold |
5,633
| – | – | 0.23% | 66 |
|
|
2022
Q1 | $547K | Buy |
+5,633
| New | +$547K | 0.21% | 68 |
|