UB
UMB Bank’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247M | Sell |
1,206,003
-113,088
| -9% | -$23.2M | 3.86% | 4 |
|
|
2025
Q1 | $293M | Sell |
1,319,091
-20,462
| -2% | -$4.55M | 4.83% | 3 |
|
|
2024
Q4 | $335M | Sell |
1,339,553
-28,507
| -2% | -$7.14M | 5.31% | 2 |
|
|
2024
Q3 | $319M | Sell |
1,368,060
-27,446
| -2% | -$6.39M | 4.96% | 3 |
|
|
2024
Q2 | $294M | Sell |
1,395,506
-29,518
| -2% | -$6.22M | 4.82% | 3 |
|
|
2024
Q1 | $244M | Sell |
1,425,024
-2,382
| -0.2% | -$408K | 3.87% | 4 |
|
|
2023
Q4 | $275M | Sell |
1,427,406
-31,483
| -2% | -$6.06M | 4.02% | 3 |
|
|
2023
Q3 | $250M | Sell |
1,458,889
-52,128
| -3% | -$8.92M | 4.01% | 3 |
|
|
2023
Q2 | $293M | Buy |
1,511,017
+44,912
| +3% | +$8.71M | 4.45% | 3 |
|
|
2023
Q1 | $242M | Sell |
1,466,105
-5,653
| -0.4% | -$932K | 3.87% | 3 |
|
|
2022
Q4 | $191M | Sell |
1,471,758
-16,363
| -1% | -$2.13M | 3.02% | 4 |
|
|
2022
Q3 | $206M | Sell |
1,488,121
-14,191
| -0.9% | -$1.96M | 3.47% | 4 |
|
|
2022
Q2 | $205M | Sell |
1,502,312
-11,058
| -0.7% | -$1.51M | 3.2% | 4 |
|
|
2022
Q1 | $264M | Sell |
1,513,370
-4,982
| -0.3% | -$870K | 3.5% | 3 |
|
|
2021
Q4 | $270M | Buy |
1,518,352
+238,782
| +19% | +$42.4M | 3.41% | 4 |
|
|
2021
Q3 | $181M | Sell |
1,279,570
-28,284
| -2% | -$4M | 4.07% | 3 |
|
|
2021
Q2 | $179M | Sell |
1,307,854
-31,990
| -2% | -$4.38M | 4.1% | 3 |
|
|
2021
Q1 | $164M | Sell |
1,339,844
-60,456
| -4% | -$7.38M | 4% | 3 |
|
|
2020
Q4 | $186M | Buy |
1,400,300
+1,011,935
| +261% | +$134M | 5% | 3 |
|
|
2020
Q3 | $142M | Hold |
388,365
| – | – | 4.39% | 3 |
|
|
2020
Q2 | $142M | Sell |
388,365
-21,325
| -5% | -$7.78M | 4.39% | 3 |
|
|
2020
Q1 | $104M | Sell |
409,690
-45,676
| -10% | -$11.6M | 3.73% | 3 |
|
|
2019
Q4 | $134M | Buy |
455,366
+511
| +0.1% | +$150K | 3.68% | 4 |
|
|
2019
Q3 | $102K | Buy |
454,855
+2,279
| +0.5% | +$510 | 2.45% | 5 |
|
|
2019
Q2 | $89.6K | Sell |
452,576
-16,410
| -3% | -$3.25K | 2.2% | 5 |
|
|
2019
Q1 | $89.1M | Buy |
468,986
+1,845
| +0.4% | +$350K | 2.72% | 4 |
|
|
2018
Q4 | $73.7K | Buy |
467,141
+7,949
| +2% | +$1.25K | 2.25% | 5 |
|
|
2018
Q3 | $104M | Buy |
459,192
+375
| +0.1% | +$84.7K | 3.08% | 4 |
|
|
2018
Q2 | $84.9M | Sell |
458,817
-972
| -0.2% | -$180K | 2.7% | 4 |
|
|
2018
Q1 | $77.1M | Sell |
459,789
-2,641
| -0.6% | -$443K | 2.49% | 5 |
|
|
2017
Q4 | $78.3M | Buy |
462,430
+3,660
| +0.8% | +$619K | 2.55% | 5 |
|
|
2017
Q3 | $70.7M | Sell |
458,770
-8,482
| -2% | -$1.31M | 2.43% | 5 |
|
|
2017
Q2 | $67.3M | Sell |
467,252
-20,905
| -4% | -$3.01M | 2.36% | 5 |
|
|
2017
Q1 | $70.1M | Sell |
488,157
-5,464
| -1% | -$785K | 2.45% | 4 |
|
|
2016
Q4 | $57.2M | Buy |
493,621
+362
| +0.1% | +$41.9K | 2.1% | 5 |
|
|
2016
Q3 | $55.8M | Buy |
493,259
+13,519
| +3% | +$1.53M | 2.25% | 5 |
|
|
2016
Q2 | $45.9M | Sell |
479,740
-27,239
| -5% | -$2.6M | 1.93% | 5 |
|
|
2016
Q1 | $55.3M | Buy |
506,979
+51,809
| +11% | +$5.65M | 2.36% | 5 |
|
|
2015
Q4 | $47.9M | Sell |
455,170
-3,953
| -0.9% | -$416K | 2.09% | 6 |
|
|
2015
Q3 | $50.6M | Sell |
459,123
-10,743
| -2% | -$1.18M | 2.98% | 2 |
|
|
2015
Q2 | $58.9K | Buy |
469,866
+26,089
| +6% | +$3.27K | 2.7% | 3 |
|
|
2015
Q1 | $55.2K | Buy |
443,777
+4,789
| +1% | +$596 | 2.49% | 3 |
|
|
2014
Q4 | $48.5M | Buy |
438,988
+359
| +0.1% | +$39.6K | 2.17% | 3 |
|
|
2014
Q3 | $44.2K | Sell |
438,629
-56,439
| -11% | -$5.69K | 2.16% | 3 |
|
|
2014
Q2 | $46M | Buy |
495,068
+421,512
| +573% | +$39.2M | 2.18% | 3 |
|
|
2014
Q1 | $39.5M | Buy |
73,556
+1,930
| +3% | +$1.04M | 2.21% | 2 |
|
|
2013
Q4 | $40.2K | Buy |
71,626
+2,645
| +4% | +$1.48K | 2.2% | 4 |
|
|
2013
Q3 | $32.9K | Buy |
68,981
+8,825
| +15% | +$4.21K | 1.9% | 4 |
|
|
2013
Q2 | $23.9K | Buy |
+60,156
| New | +$23.9K | 1.4% | 8 |
|