VHAM
UMPQ

Van Hulzen Asset Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-22,542
Closed -$402K 330
2022
Q4
$402K Buy
22,542
+2,000
+10% +$35.7K 0.05% 197
2022
Q3
$351K Hold
20,542
0.04% 196
2022
Q2
$344K Buy
+20,542
New +$344K 0.04% 205