L. Roy Papp & Associates’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 | $477K | Hold |
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|
2025
Q2 | $424K | Hold |
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|
2025
Q1 | $407K | Hold |
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|
2024
Q4 | $455K | Hold |
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|
2024
Q3 | $424K | Hold |
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|
2024
Q2 | $336K | Sell |
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|
2024
Q1 | $379K | Hold |
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|
2023
Q4 | $364K | Sell |
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|
2023
Q3 | $278K | Hold |
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|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $259K | Hold |
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|
2022
Q4 | $375K | Hold |
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|
2022
Q3 | $378K | Hold |
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|
2022
Q2 | $386K | Hold |
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|
2022
Q1 | $436K | Hold |
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|
2021
Q4 | $476K | Hold |
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|
2021
Q3 | $434K | Sell |
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|
2021
Q2 | $445K | Hold |
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|
2021
Q1 | $442K | Hold |
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|
2020
Q4 | $330K | Hold |
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|
2020
Q3 | $235K | Sell |
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|
2020
Q2 | $252K | Sell |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $459K | Sell |
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|
2019
Q3 | $457K | Buy |
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|
2019
Q2 | $417K | Sell |
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|
2019
Q1 | $1.47M | Sell |
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|
2018
Q4 | $1.47M | Sell |
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|
2018
Q3 | $1.91M | Buy |
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|
2018
Q2 | $1.29M | Buy |
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|
2018
Q1 | $708K | Buy |
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|
2017
Q4 | $699K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.42M | Hold |
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|
2015
Q3 | $1.55M | Hold |
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|
2015
Q2 | $1.74M | Buy |
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|
2015
Q1 | $1.6M | Sell |
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|
2014
Q4 | $1.73M | Buy |
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|
2014
Q3 | $1.58M | Buy |
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|
2014
Q2 | $1.52M | Buy |
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|
2014
Q1 | $1.05M | Buy |
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|
2013
Q4 | $808K | Buy |
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|
2013
Q3 | $381K | Buy |
|