Umpqua Bank’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.2M | Buy |
62,950
+142
| +0.2% | +$29.8K | 4.03% | 4 |
|
2025
Q1 | $14M | Sell |
62,808
-386
| -0.6% | -$85.7K | 4.82% | 3 |
|
2024
Q4 | $14.7M | Buy |
63,194
+2,550
| +4% | +$595K | 5.1% | 2 |
|
2024
Q3 | $14.1M | Sell |
60,644
-3,424
| -5% | -$798K | 5.17% | 2 |
|
2024
Q2 | $13.5M | Buy |
64,068
+1,773
| +3% | +$373K | 5.22% | 2 |
|
2024
Q1 | $10.7M | Buy |
+62,295
| New | +$10.7M | 4.38% | 2 |
|