Bergan Kdv Wealth Management, LLC Umpqua Holdings Corp Transaction History

Bergan Kdv Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	SELL	$17.17 - $20.93 $3,039 - $3,704	-177 Reduced 69.14%	79 $1,000
Q3 2022 Oct 24, 2022	BUY	$16.66 - $19.35 $33 - $38	2 Added 0.79%	256 $4,000
Q2 2022 Jul 13, 2022	BUY	$15.9 - $18.56 $47 - $55	3 Added 1.2%	254 $4,000
Q1 2022 May 09, 2022	BUY	$18.86 - $21.76 $18 - $21	1 Added 0.4%	251 $5,000
Q4 2021 Jan 28, 2022	BUY	$17.93 - $21.94 $35 - $43	2 Added 0.81%	250 $5,000

Q3 2021 Nov 12, 2021	BUY	$17.22 - $20.56 $34 - $41	2 Added 0.81%	248 $5,000
Q2 2021 Aug 10, 2021	BUY	$17.47 - $19.38 $34 - $38	2 Added 0.82%	246 $5,000
Q1 2021 May 11, 2021	BUY	$14.51 - $18.7 $29 - $37	2 Added 0.83%	244 $4,000
Q3 2020 Nov 05, 2020	BUY	$9.87 - $12.05 $1,381 - $1,687	140 Added 137.25%	242 $3,000
Q2 2020 Aug 13, 2020	BUY	$9.43 - $13.5 $961 - $1,377	102 New	102 $1,000

9.51M

Ticker UMPQ
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 217,052,992
Description
Umpqua Holdings Corporation operates as the holding company of Umpqua Bank that provides commercial and retail banking services. It operates in two segments: Core Banking and Mortgage Banking. The company offers deposit products, including non-interest bearing checking, interest bearing checking and savings, and money market accounts, as well as...

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.