Farmers & Merchants Investments Inc’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 | $480K | Buy |
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|
2025
Q2 | $426K | Buy |
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|
2025
Q1 | $408K | Buy |
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|
2024
Q4 | $453K | Hold |
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|
2024
Q3 | $422K | Hold |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $393K | Sell |
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|
2023
Q4 | $503K | Sell |
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|
2023
Q3 | $374K | Sell |
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|
2023
Q2 | $428K | Sell |
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|
2023
Q1 | $463K | Sell |
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|
2022
Q4 | $837K | Hold |
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|
2022
Q3 | $845K | Buy |
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|
2022
Q2 | $861K | Hold |
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|
2022
Q1 | $972K | Hold |
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|
2021
Q4 | $1.06M | Hold |
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|
2021
Q3 | $967K | Sell |
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|
2021
Q2 | $1.01M | Hold |
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|
2021
Q1 | $1M | Hold |
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|
2020
Q4 | $749K | Hold |
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|
2020
Q3 | $532K | Hold |
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|
2020
Q2 | $560K | Hold |
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|
2020
Q1 | $504K | Hold |
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|
2019
Q4 | $745K | Hold |
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|
2019
Q3 | $701K | Hold |
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|
2019
Q2 | $715K | Hold |
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|
2019
Q1 | $695K | Hold |
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|
2018
Q4 | $662K | Hold |
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|
2018
Q3 | $770K | Hold |
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|
2018
Q2 | $828K | Hold |
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|
2018
Q1 | $786K | Hold |
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|
2017
Q4 | $781K | Hold |
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|
2017
Q3 | $809K | Hold |
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|
2017
Q2 | $813K | Hold |
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|
2017
Q1 | $818K | Hold |
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|
2016
Q4 | $837K | Buy |
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