Northwestern Mutual Wealth Management’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 | $23.8K | Sell |
226
-136
| -38% | -$14.3K | ﹤0.01% | 2515 |
|
|
2025
Q1 | $36.6K | Buy |
362
+213
| +143% | +$21.5K | ﹤0.01% | 2288 |
|
|
2024
Q4 | $16.8K | Buy |
149
+21
| +16% | +$2.37K | ﹤0.01% | 2573 |
|
|
2024
Q3 | $13.5K | Hold |
128
| – | – | ﹤0.01% | 2588 |
|
|
2024
Q2 | $10.7K | Hold |
128
| – | – | ﹤0.01% | 2622 |
|
|
2024
Q1 | $11.1K | Hold |
128
| – | – | ﹤0.01% | 2603 |
|
|
2023
Q4 | $10.7K | Hold |
128
| – | – | ﹤0.01% | 2609 |
|
|
2023
Q3 | $7.94K | Hold |
128
| – | – | ﹤0.01% | 2616 |
|
|
2023
Q2 | $7.8K | Hold |
128
| – | – | ﹤0.01% | 2647 |
|
|
2023
Q1 | $7.39K | Hold |
128
| – | – | ﹤0.01% | 2614 |
|
|
2022
Q4 | $10.7K | Hold |
128
| – | – | ﹤0.01% | 2470 |
|
|
2022
Q3 | $11K | Sell |
128
-100
| -44% | -$8.59K | ﹤0.01% | 2440 |
|
|
2022
Q2 | $20K | Buy |
228
+97
| +74% | +$8.51K | ﹤0.01% | 2257 |
|
|
2022
Q1 | $12K | Buy |
131
+3
| +2% | +$275 | ﹤0.01% | 2480 |
|
|
2021
Q4 | $14K | Hold |
128
| – | – | ﹤0.01% | 2462 |
|
|
2021
Q3 | $12K | Sell |
128
-32
| -20% | -$3K | ﹤0.01% | 2409 |
|
|
2021
Q2 | $15K | Buy |
160
+32
| +25% | +$3K | ﹤0.01% | 2309 |
|
|
2021
Q1 | $12K | Hold |
128
| – | – | ﹤0.01% | 2237 |
|
|
2020
Q4 | $9K | Hold |
128
| – | – | ﹤0.01% | 2232 |
|
|
2020
Q3 | $6K | Hold |
128
| – | – | ﹤0.01% | 2148 |
|
|
2020
Q2 | $7K | Hold |
128
| – | – | ﹤0.01% | 2015 |
|
|
2020
Q1 | $6K | Hold |
128
| – | – | ﹤0.01% | 2036 |
|
|
2019
Q4 | $9K | Sell |
128
-488
| -79% | -$34.3K | ﹤0.01% | 1960 |
|
|
2019
Q3 | $40K | Buy |
616
+488
| +381% | +$31.7K | ﹤0.01% | 1499 |
|
|
2019
Q2 | $8K | Hold |
128
| – | – | ﹤0.01% | 2027 |
|
|
2019
Q1 | $8K | Hold |
128
| – | – | ﹤0.01% | 2024 |
|
|
2018
Q4 | $8K | Hold |
128
| – | – | ﹤0.01% | 1912 |
|
|
2018
Q3 | $9K | Hold |
128
| – | – | ﹤0.01% | 1958 |
|
|
2018
Q2 | $10K | Hold |
128
| – | – | ﹤0.01% | 1844 |
|
|
2018
Q1 | $9K | Hold |
128
| – | – | ﹤0.01% | 1790 |
|
|
2017
Q4 | $9K | Hold |
128
| – | – | ﹤0.01% | 1796 |
|
|
2017
Q3 | $10K | Hold |
128
| – | – | ﹤0.01% | 1671 |
|
|
2017
Q2 | $10K | Buy |
+128
| New | +$10K | ﹤0.01% | 1594 |
|
|
2015
Q3 | – | Sell |
-53
| Closed | -$3K | – | 1840 |
|
|
2015
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 1222 |
|
|
2015
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 1320 |
|
|
2014
Q4 | $3K | Hold |
53
| – | – | ﹤0.01% | 1441 |
|
|
2014
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 1138 |
|
|
2014
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 1115 |
|
|
2014
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 1102 |
|
|
2013
Q4 | $3K | Hold |
53
| – | – | ﹤0.01% | 1196 |
|
|
2013
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 1128 |
|
|
2013
Q2 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 1040 |
|