WealthPlan Investment Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Buy |
5,097
+696
| +16% | +$73.2K | 0.04% | 228 |
|
|
2025
Q1 | $445K | Sell |
4,401
-88
| -2% | -$8.9K | 0.04% | 182 |
|
|
2024
Q4 | $507K | Buy |
4,489
+14
| +0.3% | +$1.58K | 0.05% | 172 |
|
|
2024
Q3 | $470K | Buy |
4,475
+6
| +0.1% | +$631 | 0.05% | 162 |
|
|
2024
Q2 | $373K | Sell |
4,469
-1,428
| -24% | -$119K | 0.06% | 137 |
|
|
2024
Q1 | $513K | Sell |
5,897
-56,020
| -90% | -$4.87M | 0.08% | 122 |
|
|
2023
Q4 | $5.17M | Sell |
61,917
-25,417
| -29% | -$2.12M | 0.83% | 50 |
|
|
2023
Q3 | $5.42M | Buy |
87,334
+42,485
| +95% | +$2.64M | 0.96% | 48 |
|
|
2023
Q2 | $2.73M | Sell |
44,849
-13,876
| -24% | -$845K | 0.81% | 49 |
|
|
2023
Q1 | $3.39M | Sell |
58,725
-30,464
| -34% | -$1.76M | 0.58% | 57 |
|
|
2022
Q4 | $8.18M | Buy |
+89,189
| New | +$8.18M | 0.57% | 54 |
|