WealthPlan Investment Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $583K | Sell |
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|
2025
Q2 | $536K | Buy |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $507K | Buy |
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|
2024
Q3 | $470K | Buy |
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|
2024
Q2 | $373K | Sell |
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|
2024
Q1 | $513K | Sell |
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|
2023
Q4 | $5.17M | Sell |
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|
2023
Q3 | $5.42M | Buy |
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|
2023
Q2 | $2.73M | Sell |
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|
2023
Q1 | $3.39M | Sell |
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|
2022
Q4 | $8.18M | Buy |
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