WealthPLAN Partners’s UMB Financial UMBF Stock Holding History

WealthPLAN Partners’s Portfolio UMBF Stock Details UMBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$291K	Sell
2024 Q1	$530K	Sell
2023 Q4	$6.34M	Sell
2023 Q3	$4.83M	Buy
2023 Q2	$2.28M	Sell
2023 Q1	$3.42M	Sell
2022 Q4	$9.18M	Buy