Atwood & Palmer’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
Q3 | $1.27M | Hold |
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|
2025
Q2 | $1.13M | Hold |
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|
2025
Q1 | $1.08M | Buy |
|
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|
2024
Q4 | $426K | Hold |
|
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|
2024
Q3 | $397K | Hold |
|
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|
2024
Q2 | $315K | Hold |
|
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|
2024
Q1 | $329K | Hold |
|
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|
2023
Q4 | $316K | Hold |
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|
2023
Q3 | $234K | Buy |
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|
2023
Q2 | $229K | Hold |
|
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $370K | Hold |
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|
2022
Q3 | $374K | Hold |
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|
2022
Q2 | $382K | Sell |
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|
2022
Q1 | $670K | Hold |
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|
2021
Q4 | $732K | Hold |
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|
2021
Q3 | $667K | Hold |
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|
2021
Q2 | $642K | Hold |
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|
2021
Q1 | $637K | Hold |
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|
2020
Q4 | $476K | Hold |
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|
2020
Q3 | $338K | Hold |
|
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|
2020
Q2 | $355K | Hold |
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|
2020
Q1 | $320K | Hold |
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|
2019
Q4 | $473K | Hold |
|
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|
2019
Q3 | $445K | Hold |
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|
2019
Q2 | $454K | Hold |
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|
2019
Q1 | $441K | Hold |
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|
2018
Q4 | $420K | Buy |
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|
2018
Q3 | $45K | Hold |
|
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|
2018
Q2 | $48K | Sell |
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|
2018
Q1 | $347K | Sell |
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|
2017
Q4 | $348K | Sell |
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|
2017
Q3 | $577K | Hold |
|
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|
2017
Q2 | $580K | Buy |
|
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|
2017
Q1 | $26K | Hold |
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|
2016
Q4 | $27K | Hold |
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|
2016
Q3 | $21K | Hold |
|
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|
2016
Q2 | $19K | Hold |
|
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|
2016
Q1 | $18K | Hold |
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|
2015
Q4 | $16K | Hold |
|
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|
2015
Q3 | $18K | Sell |
|
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|
2015
Q2 | $29K | Hold |
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|
2015
Q1 | $26K | Hold |
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|
2014
Q4 | $29K | Sell |
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|
2014
Q3 | $38K | Hold |
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|
2014
Q2 | $44K | Buy |
|