Zurich Cantonal Bank’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
Q2 | $1.98M | Sell |
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|
2025
Q1 | $1.9M | Buy |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.1M | Hold |
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|
2024
Q2 | $872K | Buy |
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|
2024
Q1 | $781K | Sell |
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|
2023
Q4 | $837K | Buy |
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|
2023
Q3 | $576K | Buy |
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|
2023
Q2 | $502K | Buy |
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|
2023
Q1 | $395K | Hold |
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|
2022
Q4 | $572K | Buy |
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|
2022
Q3 | $480K | Hold |
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|
2022
Q2 | $490K | Sell |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $612K | Buy |
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|
2021
Q3 | $425K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $355K | Hold |
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|
2020
Q3 | $252K | Hold |
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|
2020
Q2 | $265K | Buy |
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|
2020
Q1 | $161K | Buy |
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|
2019
Q4 | $200K | Hold |
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|
2019
Q3 | $189K | Hold |
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|
2019
Q2 | $192K | Buy |
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|
2019
Q1 | $164K | Sell |
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|
2018
Q4 | $198K | Buy |
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|
2018
Q3 | $202K | Buy |
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|
2018
Q2 | $184K | Hold |
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|
2018
Q1 | $175K | Hold |
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|
2017
Q4 | $173K | Buy |
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|
2017
Q3 | $119K | Hold |
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|
2017
Q2 | $120K | Buy |
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|
2017
Q1 | $111K | Hold |
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|
2016
Q4 | $114K | Hold |
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|
2016
Q3 | $88K | Buy |
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|
2016
Q2 | $70K | Hold |
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|
2016
Q1 | $68K | Hold |
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|
2015
Q4 | $61K | Buy |
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|
2015
Q3 | $30K | Buy |
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|
2015
Q2 | $6K | Hold |
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|
2015
Q1 | $6K | Buy |
|