MWC
UMPQ
MBM Wealth Consultants’s Umpqua Holdings Corp UMPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,276
| Closed | -$248K | – | 351 |
|
|
2022
Q4 | $248K | Sell |
14,276
-1,745
| -11% | -$30.3K | 0.11% | 82 |
|
|
2022
Q3 | $280K | Buy |
16,021
+15,926
| +16,764% | +$278K | 0.14% | 70 |
|
|
2022
Q2 | $20K | Sell |
95
-24,392
| -100% | -$5.14M | 0.01% | 200 |
|
|
2022
Q1 | $462K | Sell |
24,487
-18,301
| -43% | -$345K | 0.19% | 64 |
|
|
2021
Q4 | $823K | Sell |
42,788
-30,453
| -42% | -$586K | 0.34% | 40 |
|
|
2021
Q3 | $1.48M | Buy |
73,241
+1,954
| +3% | +$39.6K | 0.68% | 28 |
|
|
2021
Q2 | $1.32M | Sell |
71,287
-4,660
| -6% | -$86K | 0.62% | 28 |
|
|
2021
Q1 | $1.33M | Buy |
75,947
+767
| +1% | +$13.5K | 0.68% | 28 |
|
|
2020
Q4 | $1.14M | Sell |
75,180
-609
| -0.8% | -$9.22K | 0.62% | 29 |
|
|
2020
Q3 | $805K | Buy |
75,789
+16,509
| +28% | +$175K | 0.51% | 30 |
|
|
2020
Q2 | $631K | Sell |
59,280
-613
| -1% | -$6.53K | 0.44% | 32 |
|
|
2020
Q1 | $653K | Sell |
59,893
-44
| -0.1% | -$480 | 0.54% | 31 |
|
|
2019
Q4 | $1.06M | Buy |
59,937
+5,179
| +9% | +$91.7K | 0.79% | 28 |
|
|
2019
Q3 | $901K | Buy |
54,758
+2,005
| +4% | +$33K | 0.71% | 31 |
|
|
2019
Q2 | $875K | Buy |
52,753
+2,404
| +5% | +$39.9K | 0.73% | 31 |
|
|
2019
Q1 | $831K | Sell |
50,349
-1,002
| -2% | -$16.5K | 0.73% | 35 |
|
|
2018
Q4 | $816K | Buy |
+51,351
| New | +$816K | 0.8% | 33 |
|