UMB Bank’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$28.9M Buy
158,446
+48,202
+44% +$8.78M 0.45% 50
2025
Q1
$17.5M Buy
110,244
+76,414
+226% +$12.1M 0.29% 70
2024
Q4
$4.07M Sell
33,830
-207
-0.6% -$24.9K 0.06% 172
2024
Q3
$4.13M Buy
34,037
+2,378
+8% +$289K 0.06% 175
2024
Q2
$3.21M Sell
31,659
-809
-2% -$82K 0.05% 194
2024
Q1
$2.97M Sell
32,468
-107,908
-77% -$9.89M 0.05% 204
2023
Q4
$13.2M Sell
140,376
-618
-0.4% -$58.1K 0.19% 100
2023
Q3
$13.1M Buy
140,994
+138
+0.1% +$12.8K 0.21% 100
2023
Q2
$13.8M Sell
140,856
-145
-0.1% -$14.2K 0.21% 103
2023
Q1
$13.7M Sell
141,001
-344
-0.2% -$33.5K 0.22% 102
2022
Q4
$14.3M Sell
141,345
-2,341
-2% -$237K 0.23% 98
2022
Q3
$11.9M Sell
143,686
-1,521
-1% -$126K 0.2% 111
2022
Q2
$14.3M Buy
145,207
+49
+0% +$4.84K 0.22% 98
2022
Q1
$13.6M Sell
145,158
-2,959
-2% -$278K 0.18% 119
2021
Q4
$14.1M Buy
148,117
+135,466
+1,071% +$12.9M 0.18% 122
2021
Q3
$1.2M Buy
12,651
+4,199
+50% +$398K 0.03% 225
2021
Q2
$838K Buy
8,452
+1,983
+31% +$197K 0.02% 254
2021
Q1
$574K Sell
6,469
-637
-9% -$56.5K 0.01% 274
2020
Q4
$588K Sell
7,106
-227
-3% -$18.8K 0.02% 266
2020
Q3
$514K Hold
7,333
0.02% 257
2020
Q2
$514K Sell
7,333
-1,288
-15% -$90.3K 0.02% 257
2020
Q1
$629K Sell
8,621
-3,630
-30% -$265K 0.02% 229
2019
Q4
$1.04M Sell
12,251
-875
-7% -$74.4K 0.03% 215
2019
Q3
$997 Sell
13,126
-180
-1% -$14 0.02% 220
2019
Q2
$1.05K Sell
13,306
-3,222
-19% -$253 0.03% 210
2019
Q1
$1.46M Sell
16,528
-335
-2% -$29.6K 0.04% 192
2018
Q4
$1.13K Sell
16,863
-1,010
-6% -$67 0.03% 195
2018
Q3
$1.46M Sell
17,873
-1,816
-9% -$148K 0.04% 191
2018
Q2
$1.59M Sell
19,689
-3,073
-14% -$248K 0.05% 185
2018
Q1
$2.26M Sell
22,762
-43
-0.2% -$4.28K 0.07% 160
2017
Q4
$2.41M Sell
22,805
-1,251
-5% -$132K 0.08% 151
2017
Q3
$2.67M Sell
24,056
-4,429
-16% -$492K 0.09% 142
2017
Q2
$3.35M Sell
28,485
-1,255
-4% -$147K 0.12% 135
2017
Q1
$3.36M Sell
29,740
-3,450
-10% -$390K 0.12% 127
2016
Q4
$3.04M Sell
33,190
-2,360
-7% -$216K 0.11% 135
2016
Q3
$3.46M Sell
35,550
-3,625
-9% -$352K 0.14% 124
2016
Q2
$3.99M Sell
39,175
-2,065
-5% -$210K 0.17% 107
2016
Q1
$4.05M Sell
41,240
-1,922
-4% -$189K 0.17% 105
2015
Q4
$3.79M Sell
43,162
-33
-0.1% -$2.9K 0.17% 117
2015
Q3
$3.43M Sell
43,195
-5,355
-11% -$425K 0.2% 100
2015
Q2
$3.89K Sell
48,550
-3,327
-6% -$267 0.18% 109
2015
Q1
$3.91K Buy
51,877
+134
+0.3% +$10 0.18% 109
2014
Q4
$4.21M Sell
51,743
-1,416
-3% -$115K 0.19% 106
2014
Q3
$4.43K Sell
53,159
-7,495
-12% -$625 0.22% 100
2014
Q2
$5.11M Sell
60,654
-11,054
-15% -$932K 0.24% 89
2014
Q1
$5.87M Sell
71,708
-8,967
-11% -$734K 0.33% 81
2013
Q4
$7.03K Sell
80,675
-28,021
-26% -$2.44K 0.39% 70
2013
Q3
$9.41K Sell
108,696
-25,868
-19% -$2.24K 0.54% 47
2013
Q2
$11.7K Buy
+134,564
New +$11.7K 0.68% 36