US Asset Management LLC’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 |
-1,288
| Closed | -$74K | – | 222 |
|
|
2023
Q1 | $74K | Sell |
1,288
-17
| -1% | -$977 | 0.08% | 176 |
|
|
2022
Q4 | $109K | Buy |
+1,305
| New | +$109K | 0.12% | 160 |
|
|
2022
Q2 | $113K | Buy |
1,317
+28
| +2% | +$2.4K | 0.12% | 156 |
|
|
2022
Q1 | $125K | Buy |
+1,289
| New | +$125K | 0.12% | 154 |
|
|
2021
Q4 | – | Sell |
-1,289
| Closed | -$125K | – | 227 |
|
|
2021
Q3 | $125K | Buy |
+1,289
| New | +$125K | 0.12% | 151 |
|