Farmers & Merchants Investments Inc’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Buy |
4,053
+15
| +0.4% | +$1.58K | 0.01% | 246 |
|
|
2025
Q1 | $408K | Buy |
4,038
+20
| +0.5% | +$2.02K | 0.01% | 246 |
|
|
2024
Q4 | $453K | Hold |
4,018
| – | – | 0.01% | 242 |
|
|
2024
Q3 | $422K | Hold |
4,018
| – | – | 0.01% | 247 |
|
|
2024
Q2 | $335K | Sell |
4,018
-500
| -11% | -$41.7K | 0.01% | 257 |
|
|
2024
Q1 | $393K | Sell |
4,518
-1,500
| -25% | -$130K | 0.01% | 239 |
|
|
2023
Q4 | $503K | Sell |
6,018
-2
| -0% | -$167 | 0.02% | 231 |
|
|
2023
Q3 | $374K | Sell |
6,020
-1,000
| -14% | -$62.1K | 0.01% | 242 |
|
|
2023
Q2 | $428K | Sell |
7,020
-1,000
| -12% | -$60.9K | 0.02% | 237 |
|
|
2023
Q1 | $463K | Sell |
8,020
-2,000
| -20% | -$115K | 0.02% | 230 |
|
|
2022
Q4 | $837K | Hold |
10,020
| – | – | 0.03% | 195 |
|
|
2022
Q3 | $845K | Buy |
10,020
+20
| +0.2% | +$1.69K | 0.04% | 197 |
|
|
2022
Q2 | $861K | Hold |
10,000
| – | – | 0.04% | 207 |
|
|
2022
Q1 | $972K | Hold |
10,000
| – | – | 0.04% | 202 |
|
|
2021
Q4 | $1.06M | Hold |
10,000
| – | – | 0.04% | 201 |
|
|
2021
Q3 | $967K | Sell |
10,000
-856
| -8% | -$82.8K | 0.04% | 199 |
|
|
2021
Q2 | $1.01M | Hold |
10,856
| – | – | 0.05% | 170 |
|
|
2021
Q1 | $1M | Hold |
10,856
| – | – | 0.05% | 169 |
|
|
2020
Q4 | $749K | Hold |
10,856
| – | – | 0.04% | 176 |
|
|
2020
Q3 | $532K | Hold |
10,856
| – | – | 0.03% | 186 |
|
|
2020
Q2 | $560K | Hold |
10,856
| – | – | 0.04% | 178 |
|
|
2020
Q1 | $504K | Hold |
10,856
| – | – | 0.04% | 175 |
|
|
2019
Q4 | $745K | Hold |
10,856
| – | – | 0.05% | 168 |
|
|
2019
Q3 | $701K | Hold |
10,856
| – | – | 0.04% | 171 |
|
|
2019
Q2 | $715K | Hold |
10,856
| – | – | 0.05% | 171 |
|
|
2019
Q1 | $695K | Hold |
10,856
| – | – | 0.05% | 174 |
|
|
2018
Q4 | $662K | Hold |
10,856
| – | – | 0.05% | 161 |
|
|
2018
Q3 | $770K | Hold |
10,856
| – | – | 0.05% | 165 |
|
|
2018
Q2 | $828K | Hold |
10,856
| – | – | 0.06% | 166 |
|
|
2018
Q1 | $786K | Hold |
10,856
| – | – | 0.06% | 167 |
|
|
2017
Q4 | $781K | Hold |
10,856
| – | – | 0.06% | 169 |
|
|
2017
Q3 | $809K | Hold |
10,856
| – | – | 0.06% | 163 |
|
|
2017
Q2 | $813K | Hold |
10,856
| – | – | 0.07% | 166 |
|
|
2017
Q1 | $818K | Hold |
10,856
| – | – | 0.07% | 166 |
|
|
2016
Q4 | $837K | Buy |
+10,856
| New | +$837K | 0.08% | 170 |
|