Atwood & Palmer’s UMB Financial UMBF Stock Holding History

Atwood & Palmer’s Portfolio UMBF Stock Details UMBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.13M	Hold	10,729	–	–	0.07%	81
2025 Q1	$1.08M	Buy	10,729 +6,951	+184%	+$703K	0.08%	82
2024 Q4	$426K	Hold	3,778	–	–	0.03%	117
2024 Q3	$397K	Hold	3,778	–	–	0.03%	120
2024 Q2	$315K	Hold	3,778	–	–	0.02%	124
2024 Q1	$329K	Hold	3,778	–	–	0.02%	124
2023 Q4	$316K	Hold	3,778	–	–	0.03%	128
2023 Q3	$234K	Buy	3,778 +15	+0.4%	+$931	0.02%	131
2023 Q2	$229K	Hold	3,763	–	–	0.02%	139
2023 Q1	$217K	Sell	3,763 -669	-15%	-$38.6K	0.02%	137
2022 Q4	$370K	Hold	4,432	–	–	0.03%	119
2022 Q3	$374K	Hold	4,432	–	–	0.04%	117
2022 Q2	$382K	Sell	4,432 -2,462	-36%	-$212K	0.04%	112
2022 Q1	$670K	Hold	6,894	–	–	0.06%	98
2021 Q4	$732K	Hold	6,894	–	–	0.06%	94
2021 Q3	$667K	Hold	6,894	–	–	0.06%	91
2021 Q2	$642K	Hold	6,894	–	–	0.06%	96
2021 Q1	$637K	Hold	6,894	–	–	0.06%	92
2020 Q4	$476K	Hold	6,894	–	–	0.05%	100
2020 Q3	$338K	Hold	6,894	–	–	0.04%	107
2020 Q2	$355K	Hold	6,894	–	–	0.05%	96
2020 Q1	$320K	Hold	6,894	–	–	0.05%	97
2019 Q4	$473K	Hold	6,894	–	–	0.06%	87
2019 Q3	$445K	Hold	6,894	–	–	0.06%	88
2019 Q2	$454K	Hold	6,894	–	–	0.06%	91
2019 Q1	$441K	Hold	6,894	–	–	0.06%	86
2018 Q4	$420K	Buy	6,894 +6,262	+991%	+$381K	0.07%	86
2018 Q3	$45K	Hold	632	–	–	0.01%	184
2018 Q2	$48K	Sell	632 -4,160	-87%	-$316K	0.01%	182
2018 Q1	$347K	Sell	4,792 -50	-1%	-$3.62K	0.05%	96
2017 Q4	$348K	Sell	4,842 -2,908	-38%	-$209K	0.05%	103
2017 Q3	$577K	Hold	7,750	–	–	0.08%	81
2017 Q2	$580K	Buy	7,750 +7,400	+2,114%	+$554K	0.09%	81
2017 Q1	$26K	Hold	350	–	–	﹤0.01%	207
2016 Q4	$27K	Hold	350	–	–	﹤0.01%	209
2016 Q3	$21K	Hold	350	–	–	﹤0.01%	227
2016 Q2	$19K	Hold	350	–	–	﹤0.01%	228
2016 Q1	$18K	Hold	350	–	–	﹤0.01%	235
2015 Q4	$16K	Hold	350	–	–	﹤0.01%	290
2015 Q3	$18K	Sell	350 -150	-30%	-$7.71K	﹤0.01%	279
2015 Q2	$29K	Hold	500	–	–	0.01%	215
2015 Q1	$26K	Hold	500	–	–	﹤0.01%	222
2014 Q4	$29K	Sell	500 -200	-29%	-$11.6K	0.01%	228
2014 Q3	$38K	Hold	700	–	–	0.01%	218
2014 Q2	$44K	Buy	+700	New	+$44K	0.01%	196