WealthPLAN Partners’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,483
| Closed | -$291K | – | 303 |
|
|
2024
Q2 | $291K | Sell |
3,483
-2,614
| -43% | -$218K | 0.03% | 257 |
|
|
2024
Q1 | $530K | Sell |
6,097
-69,797
| -92% | -$6.07M | 0.05% | 200 |
|
|
2023
Q4 | $6.34M | Sell |
75,894
-1,887
| -2% | -$158K | 0.65% | 48 |
|
|
2023
Q3 | $4.83M | Buy |
77,781
+40,406
| +108% | +$2.51M | 0.56% | 56 |
|
|
2023
Q2 | $2.28M | Sell |
37,375
-21,837
| -37% | -$1.33M | 0.32% | 83 |
|
|
2023
Q1 | $3.42M | Sell |
59,212
-41,488
| -41% | -$2.39M | 0.39% | 67 |
|
|
2022
Q4 | $9.18M | Buy |
+100,700
| New | +$9.18M | 0.64% | 51 |
|