Umpqua Bank’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $915K | Buy |
3,149
+461
| +17% | +$134K | 0.28% | 84 |
|
2025
Q1 | $668K | Buy |
2,688
+196
| +8% | +$48.7K | 0.23% | 93 |
|
2024
Q4 | $543K | Buy |
2,492
+211
| +9% | +$45.9K | 0.19% | 102 |
|
2024
Q3 | $504K | Buy |
2,281
+94
| +4% | +$20.8K | 0.18% | 103 |
|
2024
Q2 | $378K | Buy |
2,187
+3
| +0.1% | +$519 | 0.15% | 111 |
|
2024
Q1 | $417K | Buy |
+2,184
| New | +$417K | 0.17% | 106 |
|