L. Roy Papp & Associates’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 | $424K | Hold |
4,030
| – | – | 0.05% | 134 |
|
|
2025
Q1 | $407K | Hold |
4,030
| – | – | 0.05% | 136 |
|
|
2024
Q4 | $455K | Hold |
4,030
| – | – | 0.05% | 131 |
|
|
2024
Q3 | $424K | Hold |
4,030
| – | – | 0.05% | 133 |
|
|
2024
Q2 | $336K | Sell |
4,030
-325
| -7% | -$27.1K | 0.04% | 138 |
|
|
2024
Q1 | $379K | Hold |
4,355
| – | – | 0.05% | 135 |
|
|
2023
Q4 | $364K | Sell |
4,355
-130
| -3% | -$10.9K | 0.05% | 135 |
|
|
2023
Q3 | $278K | Hold |
4,485
| – | – | 0.04% | 143 |
|
|
2023
Q2 | $273K | Hold |
4,485
| – | – | 0.04% | 149 |
|
|
2023
Q1 | $259K | Hold |
4,485
| – | – | 0.04% | 153 |
|
|
2022
Q4 | $375K | Hold |
4,485
| – | – | 0.05% | 134 |
|
|
2022
Q3 | $378K | Hold |
4,485
| – | – | 0.06% | 128 |
|
|
2022
Q2 | $386K | Hold |
4,485
| – | – | 0.06% | 132 |
|
|
2022
Q1 | $436K | Hold |
4,485
| – | – | 0.05% | 133 |
|
|
2021
Q4 | $476K | Hold |
4,485
| – | – | 0.05% | 130 |
|
|
2021
Q3 | $434K | Sell |
4,485
-300
| -6% | -$29K | 0.06% | 137 |
|
|
2021
Q2 | $445K | Hold |
4,785
| – | – | 0.06% | 136 |
|
|
2021
Q1 | $442K | Hold |
4,785
| – | – | 0.06% | 127 |
|
|
2020
Q4 | $330K | Hold |
4,785
| – | – | 0.04% | 150 |
|
|
2020
Q3 | $235K | Sell |
4,785
-105
| -2% | -$5.16K | 0.03% | 162 |
|
|
2020
Q2 | $252K | Sell |
4,890
-35
| -0.7% | -$1.8K | 0.04% | 145 |
|
|
2020
Q1 | $228K | Sell |
4,925
-1,765
| -26% | -$81.7K | 0.04% | 140 |
|
|
2019
Q4 | $459K | Sell |
6,690
-384
| -5% | -$26.3K | 0.07% | 135 |
|
|
2019
Q3 | $457K | Buy |
7,074
+735
| +12% | +$47.5K | 0.07% | 125 |
|
|
2019
Q2 | $417K | Sell |
6,339
-16,669
| -72% | -$1.1M | 0.07% | 131 |
|
|
2019
Q1 | $1.47M | Sell |
23,008
-1,100
| -5% | -$70.4K | 0.27% | 73 |
|
|
2018
Q4 | $1.47M | Sell |
24,108
-2,814
| -10% | -$172K | 0.31% | 65 |
|
|
2018
Q3 | $1.91M | Buy |
26,922
+9,934
| +58% | +$704K | 0.34% | 63 |
|
|
2018
Q2 | $1.3M | Buy |
16,988
+7,209
| +74% | +$550K | 0.24% | 74 |
|
|
2018
Q1 | $708K | Buy |
9,779
+65
| +0.7% | +$4.71K | 0.14% | 99 |
|
|
2017
Q4 | $699K | Buy |
+9,714
| New | +$699K | 0.14% | 99 |
|
|
2016
Q1 | – | Sell |
-30,517
| Closed | -$1.42M | – | 153 |
|
|
2015
Q4 | $1.42M | Hold |
30,517
| – | – | 0.35% | 62 |
|
|
2015
Q3 | $1.55M | Hold |
30,517
| – | – | 0.38% | 57 |
|
|
2015
Q2 | $1.74M | Buy |
30,517
+300
| +1% | +$17.1K | 0.4% | 58 |
|
|
2015
Q1 | $1.6M | Sell |
30,217
-161
| -0.5% | -$8.51K | 0.35% | 59 |
|
|
2014
Q4 | $1.73M | Buy |
30,378
+1,333
| +5% | +$75.8K | 0.38% | 57 |
|
|
2014
Q3 | $1.58M | Buy |
29,045
+5,100
| +21% | +$278K | 0.37% | 56 |
|
|
2014
Q2 | $1.52M | Buy |
23,945
+7,741
| +48% | +$491K | 0.34% | 61 |
|
|
2014
Q1 | $1.05M | Buy |
16,204
+3,634
| +29% | +$235K | 0.24% | 80 |
|
|
2013
Q4 | $808K | Buy |
12,570
+5,550
| +79% | +$357K | 0.17% | 82 |
|
|
2013
Q3 | $381K | Buy |
+7,020
| New | +$381K | 0.09% | 109 |
|